ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 95 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,814,346 | -0.6% | 43,451 | +2.1% | 0.28% | +1.8% |
| Q2 2023 | $2,831,583 | +8.0% | 42,567 | +3.8% | 0.28% | +1.1% |
| Q1 2023 | $2,620,762 | +12.0% | 41,013 | +10.8% | 0.28% | +4.6% |
| Q4 2022 | $2,340,561 | +21.6% | 37,016 | +8.6% | 0.26% | -5.7% |
| Q3 2022 | $1,925,000 | -3.2% | 34,097 | +3.6% | 0.28% | +4.5% |
| Q2 2022 | $1,988,000 | -16.0% | 32,918 | -4.6% | 0.27% | -6.0% |
| Q1 2022 | $2,366,000 | +1.5% | 34,498 | +2.9% | 0.28% | -7.5% |
| Q4 2021 | $2,332,000 | +21.6% | 33,512 | +11.2% | 0.31% | +5.5% |
| Q3 2021 | $1,917,000 | – | 30,124 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |