ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 125 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 2024 | $3,512 | -99.0% | 50 | -98.9% | 0.00% | -100.0% |
| Q1 2024 | $335,763 | +5530.8% | 4,628 | +5159.1% | 0.00% | – |
| Q4 2023 | $5,963 | -78.5% | 88 | -79.8% | 0.00% | – |
| Q2 2023 | $27,773 | -44.1% | 436 | -45.7% | 0.00% | – |
| Q1 2023 | $49,690 | -30.0% | 803 | -22.5% | 0.00% | – |
| Q1 2022 | $71,000 | -88.1% | 1,036 | -88.1% | 0.00% | -100.0% |
| Q4 2021 | $595,000 | +2487.0% | 8,718 | +2288.5% | 0.00% | – |
| Q2 2021 | $23,000 | – | 365 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |