ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,459 | -14.4% | 4,879 | -11.1% | 0.02% | -11.1% |
| Q2 2023 | $411,525 | +13.6% | 5,487 | +8.3% | 0.03% | 0.0% |
| Q1 2023 | $362,341 | +138728.0% | 5,067 | +32.7% | 0.03% | +50.0% |
| Q4 2022 | $261 | -99.9% | 3,817 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $241,000 | -0.8% | 3,817 | 0.0% | 0.02% | +11.8% |
| Q2 2022 | $243,000 | -18.5% | 3,817 | -0.9% | 0.02% | -5.6% |
| Q1 2022 | $298,000 | -9.1% | 3,852 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $328,000 | +7.5% | 3,852 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $305,000 | -2.2% | 3,852 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $312,000 | +2.6% | 3,852 | -0.6% | 0.02% | 0.0% |
| Q1 2021 | $304,000 | +8.6% | 3,877 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $280,000 | +21.7% | 3,877 | +302.6% | 0.02% | +12.5% |
| Q3 2020 | $230,000 | +6.5% | 963 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $216,000 | -5.7% | 963 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $229,000 | -11.6% | 963 | -16.7% | 0.02% | -15.8% |
| Q3 2019 | $259,000 | -1.1% | 1,156 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $262,000 | 0.0% | 1,156 | -3.3% | 0.02% | 0.0% |
| Q1 2019 | $262,000 | +14.4% | 1,196 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $229,000 | -18.5% | 1,196 | -1.0% | 0.02% | -5.0% |
| Q3 2018 | $281,000 | +5.6% | 1,208 | +2.1% | 0.02% | 0.0% |
| Q2 2018 | $266,000 | -1.1% | 1,183 | -4.1% | 0.02% | -4.8% |
| Q1 2018 | $269,000 | +1.1% | 1,233 | 0.0% | 0.02% | +5.0% |
| Q4 2017 | $266,000 | +4.3% | 1,233 | -2.0% | 0.02% | 0.0% |
| Q3 2017 | $255,000 | +3.2% | 1,258 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $247,000 | -87.4% | 1,258 | -87.7% | 0.02% | -87.6% |
| Q1 2017 | $1,955,000 | -0.4% | 10,239 | -5.0% | 0.16% | -2.4% |
| Q4 2016 | $1,963,000 | +8.2% | 10,776 | +3.8% | 0.16% | +7.8% |
| Q3 2016 | $1,814,000 | +4.9% | 10,384 | +1.5% | 0.15% | +2.7% |
| Q2 2016 | $1,730,000 | +0.9% | 10,230 | -3.0% | 0.15% | +1.4% |
| Q1 2016 | $1,714,000 | -1.1% | 10,541 | -2.1% | 0.15% | +5.0% |
| Q4 2015 | $1,733,000 | +4.9% | 10,769 | +2.4% | 0.14% | +0.7% |
| Q3 2015 | $1,652,000 | -8.1% | 10,515 | -0.8% | 0.14% | +0.7% |
| Q2 2015 | $1,797,000 | -14.1% | 10,602 | -13.0% | 0.14% | -66.3% |
| Q1 2015 | $2,091,000 | +5.6% | 12,193 | -1.7% | 0.41% | +10.2% |
| Q4 2014 | $1,981,000 | +16.0% | 12,406 | +10.0% | 0.37% | +11.1% |
| Q3 2014 | $1,708,000 | -2.4% | 11,277 | +1.2% | 0.33% | +2.5% |
| Q2 2014 | $1,750,000 | +2.8% | 11,140 | +0.1% | 0.33% | -1.5% |
| Q1 2014 | $1,702,000 | +5.8% | 11,127 | +3.9% | 0.33% | +3.4% |
| Q4 2013 | $1,608,000 | +6.1% | 10,707 | -1.7% | 0.32% | -4.5% |
| Q3 2013 | $1,515,000 | +3.4% | 10,892 | -4.2% | 0.34% | +0.3% |
| Q2 2013 | $1,465,000 | – | 11,370 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |