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 | $240,054 | -46.5% | 3,323 | -44.5% | 0.01% | -50.0% |
Q2 2023 | $448,950 | +4.9% | 5,986 | 0.0% | 0.02% | +6.7% |
Q1 2023 | $428,059 | -2.7% | 5,986 | -7.1% | 0.02% | -11.8% |
Q4 2022 | $439,989 | +3.3% | 6,442 | -4.7% | 0.02% | -5.6% |
Q3 2022 | $426,000 | -1.2% | 6,762 | 0.0% | 0.02% | +5.9% |
Q2 2022 | $431,000 | -26.3% | 6,762 | -10.7% | 0.02% | -15.0% |
Q1 2022 | $585,000 | -19.5% | 7,574 | -11.1% | 0.02% | -13.0% |
Q4 2021 | $727,000 | +14.1% | 8,522 | +6.0% | 0.02% | +4.5% |
Q3 2021 | $637,000 | -2.2% | 8,042 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $651,000 | -4.0% | 8,042 | -7.1% | 0.02% | -12.0% |
Q1 2021 | $678,000 | -5.2% | 8,654 | -12.6% | 0.02% | -24.2% |
Q4 2020 | $715,000 | +83.8% | 9,904 | +508.4% | 0.03% | +65.0% |
Q3 2020 | $389,000 | +6.6% | 1,628 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $365,000 | +25.4% | 1,628 | 0.0% | 0.02% | -4.8% |
Q1 2020 | $291,000 | -25.0% | 1,628 | 0.0% | 0.02% | -4.5% |
Q4 2019 | $388,000 | -8.5% | 1,628 | -14.0% | 0.02% | -15.4% |
Q3 2019 | $424,000 | -0.9% | 1,893 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $428,000 | +1.9% | 1,893 | -1.3% | 0.03% | 0.0% |
Q1 2019 | $420,000 | +14.4% | 1,918 | 0.0% | 0.03% | +4.0% |
Q4 2018 | $367,000 | -17.9% | 1,918 | 0.0% | 0.02% | -3.8% |
Q3 2018 | $447,000 | +4.9% | 1,918 | +1.3% | 0.03% | +4.0% |
Q2 2018 | $426,000 | +0.7% | 1,893 | -2.2% | 0.02% | -7.4% |
Q1 2018 | $423,000 | -7.2% | 1,936 | -8.3% | 0.03% | -6.9% |
Q4 2017 | $456,000 | +3.6% | 2,111 | -3.0% | 0.03% | -14.7% |
Q3 2017 | $440,000 | +2.8% | 2,176 | 0.0% | 0.03% | -2.9% |
Q2 2017 | $428,000 | +3.1% | 2,176 | 0.0% | 0.04% | +2.9% |
Q1 2017 | $415,000 | +3.5% | 2,176 | -1.1% | 0.03% | -8.1% |
Q4 2016 | $401,000 | +1.8% | 2,201 | -2.4% | 0.04% | +2.8% |
Q3 2016 | $394,000 | +2.1% | 2,256 | -1.1% | 0.04% | -21.7% |
Q2 2016 | $386,000 | +38.8% | 2,281 | +33.2% | 0.05% | +17.9% |
Q1 2016 | $278,000 | +0.4% | 1,712 | -2.8% | 0.04% | -9.3% |
Q3 2015 | $277,000 | -6.1% | 1,762 | +1.3% | 0.04% | -6.5% |
Q2 2015 | $295,000 | -1.0% | 1,739 | 0.0% | 0.05% | +12.2% |
Q1 2015 | $298,000 | +7.2% | 1,739 | 0.0% | 0.04% | +5.1% |
Q4 2014 | $278,000 | +5.7% | 1,739 | 0.0% | 0.04% | -2.5% |
Q3 2014 | $263,000 | – | 1,739 | – | 0.04% | – |
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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% |