ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,454 | +89583.1% | 3,697 | -7.8% | 0.01% | -12.5% |
| Q2 2023 | $267 | +10.8% | 4,008 | +6.5% | 0.01% | 0.0% |
| Q1 2023 | $241 | -5.9% | 3,765 | -6.7% | 0.01% | -11.1% |
| Q4 2022 | $256 | -99.9% | 4,035 | +16.8% | 0.01% | +28.6% |
| Q2 2022 | $208,000 | -20.3% | 3,454 | -2.8% | 0.01% | -82.5% |
| Q3 2013 | $261,000 | -43.9% | 3,553 | -44.4% | 0.04% | -47.4% |
| Q2 2013 | $465,000 | – | 6,388 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |