ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,753 | -25.1% | 260 | -21.2% | 0.00% | 0.0% |
| Q2 2023 | $21,021 | +2.9% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20,420 | -0.3% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20,477 | +13.8% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -13.6% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | 0.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | – | 330 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |