ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,431,489 | -4.4% | 23,966 | +1.3% | 0.02% | -4.5% |
| Q2 2023 | $1,498,075 | +3.9% | 23,670 | -0.4% | 0.02% | -4.3% |
| Q1 2023 | $1,441,413 | +2.6% | 23,770 | -0.8% | 0.02% | -4.2% |
| Q4 2022 | $1,405,557 | +11.2% | 23,957 | +2.1% | 0.02% | -4.0% |
| Q3 2022 | $1,264,000 | -2.3% | 23,457 | +2.2% | 0.02% | 0.0% |
| Q2 2022 | $1,294,000 | -15.0% | 22,948 | +1.4% | 0.02% | 0.0% |
| Q1 2022 | $1,523,000 | -3.9% | 22,640 | +1.5% | 0.02% | 0.0% |
| Q4 2021 | $1,585,000 | +5.7% | 22,297 | -1.0% | 0.02% | -3.8% |
| Q3 2021 | $1,499,000 | -0.6% | 22,516 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $1,508,000 | -29.3% | 22,498 | +165.0% | 0.03% | -42.2% |
| Q1 2021 | $2,134,000 | +8.5% | 8,489 | +1.1% | 0.04% | 0.0% |
| Q4 2020 | $1,966,000 | +20.8% | 8,394 | +3.3% | 0.04% | +7.1% |
| Q3 2020 | $1,627,000 | +4.5% | 8,122 | -3.8% | 0.04% | -6.7% |
| Q2 2020 | $1,557,000 | +19.8% | 8,444 | -0.5% | 0.04% | -4.3% |
| Q1 2020 | $1,300,000 | -33.1% | 8,485 | -8.4% | 0.05% | -17.5% |
| Q4 2019 | $1,942,000 | – | 9,267 | – | 0.06% | – |
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% |