ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 2,441,600 | $183,120 | 13.26% |
| Broadview Financial Management, LLC | 109,879 | $8,240,926 | 7.04% |
| Main Management LLC | 833,605 | $62,520 | 6.35% |
| Sterling Financial Planning, Inc. | 159,307 | $11,948,054 | 5.92% |
| Corundum Trust Company, INC | 27,292 | $2,046,900 | 5.60% |
| Hudson Capital Management LLC | 178,571 | $13,392,814 | 5.15% |
| Pensionmark Financial Group, LLC | 353,480 | $26,510,979 | 5.13% |
| Smith Anglin Financial, LLC | 529,580 | $39,718,529 | 4.82% |
| JSF Financial, LLC | 179,477 | $13,460,760 | 4.76% |
| Willis Johnson & Associates, Inc. | 564,418 | $42,331,330 | 4.51% |