ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $200,517 | +7.9% | 2,987 | -4.0% | 0.01% | +20.0% |
| Q3 2023 | $185,880 | -5.6% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $196,958 | +4.4% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $188,712 | +3.4% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $182,581 | +8.7% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $168,000 | -4.0% | 3,112 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $175,000 | -16.3% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $209,000 | -6.7% | 3,112 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $224,000 | +6.7% | 3,156 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $210,000 | -0.9% | 3,156 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $212,000 | +7.1% | 3,156 | +300.0% | 0.01% | 0.0% |
| Q1 2021 | $198,000 | +7.0% | 789 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $185,000 | +17.1% | 789 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | +9.0% | 789 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $145,000 | +19.8% | 789 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $121,000 | -26.7% | 789 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $165,000 | +5.8% | 789 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $156,000 | +2.0% | 789 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $153,000 | +3.4% | 789 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $148,000 | +15.6% | 789 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $128,000 | -14.7% | 789 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $150,000 | +3.4% | 789 | 0.0% | 0.01% | +16.7% |
| Q2 2018 | $145,000 | +1.4% | 789 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $143,000 | – | 789 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |