ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,282 | -5.6% | 4,140 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $262,021 | +4.4% | 4,140 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $251,050 | +1.9% | 4,140 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $246,414 | +12.5% | 4,200 | +3.4% | 0.00% | 0.0% |
| Q3 2022 | $219,000 | -2.7% | 4,060 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $225,000 | -16.4% | 4,000 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $269,000 | -5.3% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $284,000 | +6.8% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $266,000 | -0.7% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $268,000 | +6.8% | 4,000 | +300.0% | 0.01% | -16.7% |
| Q1 2021 | $251,000 | +7.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $234,000 | +17.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $200,000 | -4.8% | 1,000 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $210,000 | – | 1,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |