ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 139 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,419,882 | -7.4% | 90,740 | -1.9% | 3.53% | -8.0% |
| Q2 2023 | $5,854,623 | +1.1% | 92,505 | -3.1% | 3.84% | -12.0% |
| Q1 2023 | $5,789,232 | +2.8% | 95,469 | -0.5% | 4.36% | +3.3% |
| Q4 2022 | $5,631,718 | +4.9% | 95,990 | -3.7% | 4.22% | -12.3% |
| Q3 2022 | $5,371,000 | -13.4% | 99,690 | -9.4% | 4.82% | +4.6% |
| Q2 2022 | $6,203,000 | -5.1% | 110,076 | +13.3% | 4.60% | +8.2% |
| Q1 2022 | $6,539,000 | -7.2% | 97,168 | -8.2% | 4.26% | -15.3% |
| Q3 2021 | $7,044,000 | -3.2% | 105,861 | -2.5% | 5.03% | -0.1% |
| Q2 2021 | $7,279,000 | +3.3% | 108,564 | +287.3% | 5.03% | -11.6% |
| Q1 2021 | $7,048,000 | -0.4% | 28,030 | -7.3% | 5.69% | -9.0% |
| Q4 2020 | $7,079,000 | +243.5% | 30,230 | +184.5% | 6.25% | +2691.5% |
| Q3 2019 | $2,061,000 | +1.5% | 10,627 | -1.6% | 0.22% | -8.6% |
| Q2 2019 | $2,031,000 | +1.6% | 10,803 | +1.5% | 0.24% | +0.4% |
| Q1 2019 | $2,000,000 | +14.4% | 10,639 | -1.7% | 0.24% | -11.9% |
| Q4 2018 | $1,749,000 | – | 10,820 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |