ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 109 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $242,179 | -56.7% | 5,325 | -55.7% | 0.04% | -58.1% |
| Q1 2024 | $559,543 | +6.0% | 12,015 | +0.1% | 0.09% | +21.1% |
| Q4 2023 | $528,000 | +13.5% | 12,000 | 0.0% | 0.07% | -29.7% |
| Q3 2023 | $465,120 | +93485.5% | 12,000 | 0.0% | 0.10% | +26.2% |
| Q2 2023 | $497 | -99.9% | 12,000 | 0.0% | 0.08% | -20.8% |
| Q3 2022 | $465,120 | – | 12,000 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 313,209 | $14,244,757 | 3.19% |
| NorthStar Asset Management LLC /NJ/ | 73,423 | $3,339,278 | 2.32% |
| Members Advisory Group LLC | 68,029 | $3,094,740 | 1.69% |
| Matrix Trust Co | 144,315 | $6,563 | 1.48% |
| Opes Wealth Management LLC | 103,607 | $4,712,046 | 0.98% |
| Black Diamond Financial, LLC | 101,735 | $4,626,909 | 0.89% |
| SHELTON WEALTH MANAGEMENT, LLC | 28,763 | $1,308,140 | 0.74% |
| City Center Advisors, LLC | 13,362 | $622,277 | 0.73% |
| VAUGHAN & Co SECURITIES, INC. | 25,036 | $1,138,615 | 0.72% |
| IAG Wealth Partners, LLC | 69,581 | $3,164,544 | 0.64% |