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 | $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 | 782,014 | $44,160,000 | 12.59% |
| BARRETT & COMPANY, INC. | 92,691 | $5,860,879 | 3.87% |
| Dentgroup LLC | 56,575 | $3,238,000 | 3.25% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 80,344 | $4,537,000 | 2.13% |
| Surevest, LLC | 123,332 | $6,965,000 | 1.90% |
| SPC Financial, Inc. | 248,419 | $14,028,000 | 1.75% |
| Equitable Holdings, Inc. | 1,214,772 | $68,598,000 | 1.34% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 15,362 | $921,000 | 0.61% |
| SAXON INTERESTS, INC. | 14,532 | $865,000 | 0.53% |
| GenWealth Group, Inc. | 20,642 | $1,166,000 | 0.40% |