ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,383 | +28.5% | 6,927 | +33.4% | 0.01% | +25.0% |
| Q2 2023 | $389,371 | +11.1% | 5,192 | +5.9% | 0.01% | +14.3% |
| Q1 2023 | $350,553 | +2.6% | 4,902 | -2.0% | 0.01% | -12.5% |
| Q4 2022 | $341,547 | +6.7% | 5,001 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $320,000 | -1.2% | 5,085 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $324,000 | -18.2% | 5,085 | -0.9% | 0.01% | 0.0% |
| Q1 2022 | $396,000 | -2.2% | 5,132 | +7.8% | 0.01% | 0.0% |
| Q4 2021 | $405,000 | +24.2% | 4,760 | +15.5% | 0.01% | +14.3% |
| Q3 2021 | $326,000 | -2.1% | 4,122 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $333,000 | +5.4% | 4,118 | +2.3% | 0.01% | -12.5% |
| Q1 2021 | $316,000 | +47.0% | 4,027 | +35.0% | 0.01% | +33.3% |
| Q4 2020 | $215,000 | +5.9% | 2,984 | +250.2% | 0.01% | -14.3% |
| Q4 2019 | $203,000 | -9.8% | 852 | -14.3% | 0.01% | -22.2% |
| Q2 2019 | $225,000 | -43.2% | 994 | -43.6% | 0.01% | -35.7% |
| Q2 2018 | $396,000 | -2.9% | 1,763 | -5.5% | 0.01% | -6.7% |
| Q1 2018 | $408,000 | -52.2% | 1,866 | -52.8% | 0.02% | -42.3% |
| Q4 2017 | $853,000 | – | 3,950 | – | 0.03% | – |
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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% |