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 | $490,076 | -3.7% | 6,784 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $508,800 | +4.9% | 6,784 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $485,124 | +4.7% | 6,784 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $463,347 | +8.3% | 6,784 | 0.0% | 0.04% | -2.3% |
| Q3 2022 | $428,000 | -0.9% | 6,784 | 0.0% | 0.04% | +7.5% |
| Q2 2022 | $432,000 | -17.6% | 6,784 | 0.0% | 0.04% | -11.1% |
| Q1 2022 | $524,000 | -9.3% | 6,784 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $578,000 | +7.6% | 6,784 | 0.0% | 0.05% | -4.1% |
| Q3 2021 | $537,000 | -2.2% | 6,784 | 0.0% | 0.05% | -10.9% |
| Q2 2021 | $549,000 | +3.2% | 6,784 | 0.0% | 0.06% | -1.8% |
| Q1 2021 | $532,000 | +8.6% | 6,784 | 0.0% | 0.06% | +12.0% |
| Q4 2020 | $490,000 | +20.7% | 6,784 | +300.0% | 0.05% | +8.7% |
| Q3 2020 | $406,000 | +6.8% | 1,696 | 0.0% | 0.05% | +2.2% |
| Q2 2020 | $380,000 | +25.4% | 1,696 | 0.0% | 0.04% | +7.1% |
| Q1 2020 | $303,000 | -25.0% | 1,696 | 0.0% | 0.04% | -8.7% |
| Q4 2019 | $404,000 | +6.3% | 1,696 | 0.0% | 0.05% | -6.1% |
| Q3 2019 | $380,000 | -1.0% | 1,696 | 0.0% | 0.05% | -5.8% |
| Q2 2019 | $384,000 | +3.2% | 1,696 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $372,000 | +14.8% | 1,696 | 0.0% | 0.05% | +4.0% |
| Q4 2018 | $324,000 | -46.4% | 1,696 | -34.6% | 0.05% | -39.8% |
| Q3 2018 | $604,000 | +3.6% | 2,593 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $583,000 | +3.0% | 2,593 | 0.0% | 0.08% | +2.5% |
| Q1 2018 | $566,000 | +1.1% | 2,593 | 0.0% | 0.08% | +2.5% |
| Q4 2017 | $560,000 | +6.7% | 2,593 | 0.0% | 0.08% | +3.9% |
| Q3 2017 | $525,000 | – | 2,593 | – | 0.08% | – |
Download | ||||||
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% |