ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 70 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,493 | -5.3% | 8,400 | 0.0% | 0.03% | -3.1% |
| Q2 2023 | $417,654 | +4.9% | 8,400 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $398,164 | +3.9% | 8,400 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $383,046 | +6.7% | 8,400 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $359,000 | -3.5% | 8,400 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $372,000 | -17.3% | 8,400 | 0.0% | 0.03% | -2.9% |
| Q1 2022 | $450,000 | -6.4% | 8,400 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $481,000 | +2.1% | 8,400 | 0.0% | 0.03% | -8.1% |
| Q3 2021 | $471,000 | -4.5% | 8,400 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $493,000 | +0.4% | 8,400 | +286.2% | 0.04% | -5.0% |
| Q1 2021 | $491,000 | +14.5% | 2,175 | 0.0% | 0.04% | +8.1% |
| Q4 2020 | $429,000 | +25.8% | 2,175 | 0.0% | 0.04% | +12.1% |
| Q3 2020 | $341,000 | +3.6% | 2,175 | 0.0% | 0.03% | -5.7% |
| Q2 2020 | $329,000 | +20.5% | 2,175 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $273,000 | -36.5% | 2,175 | -4.4% | 0.04% | -18.6% |
| Q4 2019 | $430,000 | +8.0% | 2,275 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $398,000 | +0.3% | 2,275 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $397,000 | +3.1% | 2,275 | 0.0% | 0.04% | +2.4% |
| Q1 2019 | $385,000 | +5.2% | 2,275 | -8.1% | 0.04% | -6.7% |
| Q4 2018 | $366,000 | -17.9% | 2,475 | 0.0% | 0.04% | -4.3% |
| Q3 2018 | $446,000 | +0.9% | 2,475 | 0.0% | 0.05% | -6.0% |
| Q2 2018 | $442,000 | +5.7% | 2,475 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $418,000 | -3.0% | 2,475 | 0.0% | 0.05% | +2.1% |
| Q4 2017 | $431,000 | +4.4% | 2,475 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $413,000 | +4.3% | 2,475 | +1.0% | 0.05% | +2.1% |
| Q2 2017 | $396,000 | +1.3% | 2,450 | 0.0% | 0.05% | -2.0% |
| Q1 2017 | $391,000 | -83.4% | 2,450 | -83.8% | 0.05% | -84.3% |
| Q4 2016 | $2,355,000 | +7.5% | 15,077 | -0.4% | 0.31% | +6.1% |
| Q3 2016 | $2,190,000 | +10.3% | 15,132 | +2.7% | 0.30% | +9.3% |
| Q2 2016 | $1,986,000 | -0.7% | 14,732 | -1.8% | 0.27% | -1.5% |
| Q1 2016 | $1,999,000 | +3.7% | 15,007 | 0.0% | 0.27% | +1.1% |
| Q4 2015 | $1,928,000 | -8.0% | 15,007 | -9.4% | 0.27% | -11.4% |
| Q3 2015 | $2,096,000 | -11.2% | 16,567 | +0.5% | 0.31% | -2.2% |
| Q2 2015 | $2,361,000 | -1.1% | 16,482 | -0.8% | 0.31% | -6.6% |
| Q1 2015 | $2,387,000 | +5.2% | 16,615 | +1.5% | 0.34% | +11.3% |
| Q4 2014 | $2,269,000 | +19.8% | 16,365 | +11.9% | 0.30% | +14.9% |
| Q3 2014 | $1,894,000 | -6.4% | 14,630 | -0.7% | 0.26% | -5.8% |
| Q2 2014 | $2,024,000 | +3.2% | 14,740 | -0.1% | 0.28% | -0.4% |
| Q1 2014 | $1,961,000 | +9.2% | 14,760 | +6.3% | 0.28% | +3.7% |
| Q4 2013 | $1,795,000 | +9.3% | 13,883 | +0.7% | 0.27% | 0.0% |
| Q3 2013 | $1,642,000 | +10.3% | 13,793 | +1.8% | 0.27% | +5.5% |
| Q2 2013 | $1,488,000 | – | 13,543 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 36,218 | $1,939,000 | 0.86% |
| Richwood Investment Advisors, LLC | 15,577 | $834,000 | 0.74% |
| Sanford Advisory Services, LLC | 23,635 | $1,267,000 | 0.34% |
| Surevest, LLC | 22,776 | $1,219,000 | 0.29% |
| Aveo Capital Partners, LLC | 21,675 | $1,160,000 | 0.20% |
| FLAGSTAR ADVISORS INC | 10,120 | $541,000 | 0.17% |
| Gladstone Institutional Advisory LLC | 41,242 | $2,208 | 0.15% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,217 | $1,189,000 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 91,990 | $4,923,000 | 0.07% |
| CHOREO, LLC | 23,881 | $1,279,000 | 0.06% |