ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,083,000 | -4.6% | 16,575 | -6.2% | 0.02% | -6.2% |
| Q1 2016 | $2,183,000 | +2.8% | 17,675 | -1.1% | 0.02% | +6.7% |
| Q4 2015 | $2,124,000 | -0.9% | 17,875 | -4.6% | 0.02% | +15.4% |
| Q3 2015 | $2,143,000 | -8.5% | 18,739 | -1.1% | 0.01% | -13.3% |
| Q2 2015 | $2,342,000 | -2.4% | 18,939 | -0.4% | 0.02% | +7.1% |
| Q1 2015 | $2,400,000 | +1.4% | 19,015 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $2,368,000 | +163.7% | 19,015 | +153.5% | 0.01% | +140.0% |
| Q3 2014 | $898,000 | – | 7,500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |