ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209 | -4.1% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $218 | +5.3% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $207 | -99.9% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $225,000 | -9.3% | 2,900 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $248,000 | +7.4% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $231,000 | -1.7% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $235,000 | +3.5% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | +8.6% | 2,900 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $209,000 | -19.6% | 2,900 | +143.5% | 0.01% | -37.5% |
| Q1 2018 | $260,000 | +1.2% | 1,191 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $257,000 | +6.6% | 1,191 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $241,000 | +3.0% | 1,191 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $234,000 | -4.9% | 1,191 | -7.7% | 0.02% | -5.9% |
| Q1 2017 | $246,000 | – | 1,291 | – | 0.02% | – |
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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% |