ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 827 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $117,363 | -21.3% | 1,332 | -18.5% | 0.07% | -26.3% |
| Q1 2024 | $149,220 | +15.2% | 1,635 | 0.0% | 0.10% | +11.2% |
| Q4 2023 | $129,509 | +9.8% | 1,635 | +0.1% | 0.09% | -14.4% |
| Q3 2023 | $117,946 | -3.7% | 1,633 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $122,452 | -9.3% | 1,633 | -13.5% | 0.10% | -22.0% |
| Q1 2023 | $135,011 | +4.7% | 1,888 | 0.0% | 0.13% | -2.9% |
| Q4 2022 | $128,951 | +8.4% | 1,888 | 0.0% | 0.14% | +5.4% |
| Q3 2022 | $118,982 | -1.1% | 1,888 | 0.0% | 0.13% | +10.3% |
| Q2 2022 | $120,323 | -17.5% | 1,888 | 0.0% | 0.12% | -7.1% |
| Q1 2022 | $145,886 | -9.4% | 1,888 | 0.0% | 0.13% | +5.9% |
| Q4 2021 | $160,971 | – | 1,888 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,515,115 | $103,482 | 9.66% |
| REFRAME WEALTH, LLC | 302,999 | $20,694,832 | 7.96% |
| Capital Directions Investment Advisors, LLC | 302,999 | $20,694,832 | 7.72% |
| Broadview Financial Management, LLC | 109,868 | $7,504,010 | 6.74% |
| Sterling Financial Planning, Inc. | 136,466 | $9,320,610 | 5.56% |
| Main Management LLC | 699,990 | $47,809 | 5.51% |
| Tanglewood Wealth Management, Inc. | 472,286 | $32,257,134 | 4.83% |
| Willis Johnson & Associates, Inc. | 526,773 | $35,978,593 | 4.69% |
| Hudson Capital Management LLC | 171,612 | $11,721,107 | 4.64% |
| JSF Financial, LLC | 170,223 | $11,626,227 | 4.34% |