ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,408 | -3.7% | 2,968 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $222,600 | +4.9% | 2,968 | 0.0% | 0.11% | 0.0% |
| Q1 2023 | $212,242 | +4.7% | 2,968 | 0.0% | 0.11% | +10.1% |
| Q4 2022 | $202,714 | -11.5% | 2,968 | 0.0% | 0.10% | -32.2% |
| Q1 2022 | $229,000 | -9.5% | 2,968 | 0.0% | 0.15% | -9.9% |
| Q4 2021 | $253,000 | +7.7% | 2,968 | 0.0% | 0.16% | -5.3% |
| Q3 2021 | $235,000 | -2.1% | 2,968 | 0.0% | 0.17% | -5.0% |
| Q2 2021 | $240,000 | +3.0% | 2,968 | 0.0% | 0.18% | -6.7% |
| Q1 2021 | $233,000 | +8.9% | 2,968 | 0.0% | 0.19% | -4.9% |
| Q4 2020 | $214,000 | – | 2,968 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |