ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,675 | -3.7% | 1,712 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $128,400 | -17.9% | 1,712 | -21.8% | 0.00% | -25.0% |
| Q1 2023 | $156,464 | +44.9% | 2,188 | +27.8% | 0.00% | +33.3% |
| Q3 2022 | $108,000 | -11.5% | 1,712 | -10.5% | 0.00% | 0.0% |
| Q2 2022 | $122,000 | +713.3% | 1,912 | +856.0% | 0.00% | – |
| Q1 2022 | $15,000 | -11.8% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $16,000 | -71.4% | 200 | -15.6% | 0.00% | -100.0% |
| Q4 2019 | $56,000 | +5.7% | 237 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | -1.9% | 237 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | – | 237 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |