ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Centerpoint Advisors, LLC | 67,506 | $14,739,000 | 12.84% |
| Capital Directions Investment Advisors, LLC | 143,579 | $31,348,000 | 9.85% |
| Broadview Financial Management, LLC | 42,034 | $9,177,000 | 9.06% |
| Pinnacle Family Advisors, LLC | 63,881 | $13,947,000 | 7.96% |
| Howard Capital Management Inc. | 203,248 | $44,375,000 | 5.60% |
| Monument Capital Management | 34,181 | $7,280,000 | 4.98% |
| Perkins Coie Trust Co | 44,164 | $9,642,000 | 4.79% |
| LVZ, Inc. | 71,563 | $15,624,000 | 4.24% |
| Capital Advisors, Ltd. LLC | 58,064 | $12,677,000 | 4.10% |
| Starfire Investment Advisers, Inc. | 32,269 | $7,045,000 | 3.67% |