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 ↓ |
|---|---|---|---|
| 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% |