ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,060 | -6.3% | 4,652 | -2.7% | 0.01% | 0.0% |
| Q2 2023 | $358,650 | +4.9% | 4,782 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $341,961 | +3.2% | 4,782 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $331,392 | +6.6% | 4,852 | -1.5% | 0.01% | -14.3% |
| Q3 2022 | $311,000 | -1.0% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $314,000 | -10.5% | 4,927 | +8.4% | 0.01% | +16.7% |
| Q1 2022 | $351,000 | -16.0% | 4,547 | -7.1% | 0.01% | -14.3% |
| Q4 2021 | $418,000 | +7.7% | 4,897 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $388,000 | -6.1% | 4,897 | -3.9% | 0.01% | -12.5% |
| Q2 2021 | $413,000 | +32.4% | 5,097 | +28.1% | 0.01% | +33.3% |
| Q1 2021 | $312,000 | +8.7% | 3,980 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $287,000 | +16.7% | 3,980 | +286.4% | 0.01% | 0.0% |
| Q3 2020 | $246,000 | +98.4% | 1,030 | +63.5% | 0.01% | +50.0% |
| Q2 2017 | $124,000 | – | 630 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |