ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,231,098 | -3.2% | 113,941 | +0.5% | 3.50% | +0.6% |
| Q2 2023 | $8,502,525 | +8.5% | 113,367 | +3.5% | 3.47% | +1.6% |
| Q1 2023 | $7,832,991 | +4.2% | 109,537 | -0.4% | 3.42% | -1.6% |
| Q4 2022 | $7,514,377 | +9.3% | 110,020 | +0.8% | 3.47% | -2.0% |
| Q3 2022 | $6,877,289 | -5.2% | 109,129 | -4.1% | 3.55% | -2.1% |
| Q2 2022 | $7,253,086 | -7.3% | 113,810 | +12.4% | 3.62% | +7.3% |
| Q1 2022 | $7,823,075 | -15.7% | 101,243 | -7.0% | 3.38% | -9.5% |
| Q4 2021 | $9,282,030 | – | 108,867 | – | 3.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 99,800 | $23,870,000 | 13.73% |
| Capital Directions Investment Advisors, LLC | 101,320 | $24,234,000 | 9.17% |
| Broadview Financial Management, LLC | 34,407 | $8,230,000 | 6.93% |
| Pensionmark Financial Group, LLC | 80,684 | $19,298,000 | 6.60% |
| Hudson Capital Management LLC | 50,649 | $12,097,511,000 | 5.91% |
| Ifrah Financial Services, Inc. | 58,893 | $14,086,000 | 5.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 2,965 | $12,396,000 | 4.63% |
| Centerpoint Advisors, LLC | 25,386 | $6,072,000 | 4.57% |
| Salomon & Ludwin, LLC | 86,737 | $20,746,000 | 4.32% |
| First Citizens Financial Corp | 17,475 | $4,180,000 | 4.14% |