ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127 | -99.9% | 3,270 | 0.0% | 0.06% | -4.5% |
| Q2 2023 | $135,411 | +6.2% | 3,270 | 0.0% | 0.07% | +1.5% |
| Q1 2023 | $127,472 | +136966.7% | 3,270 | +26.7% | 0.06% | +32.7% |
| Q4 2022 | $93 | -99.9% | 2,580 | -21.1% | 0.05% | -19.7% |
| Q3 2022 | $113,000 | -1.7% | 3,270 | 0.0% | 0.06% | +1.7% |
| Q2 2022 | $115,000 | -20.7% | 3,270 | 0.0% | 0.06% | -7.7% |
| Q1 2022 | $145,000 | -10.5% | 3,270 | 0.0% | 0.06% | +8.3% |
| Q4 2021 | $162,000 | +0.6% | 3,270 | 0.0% | 0.06% | -3.2% |
| Q3 2021 | $161,000 | -4.7% | 3,270 | 0.0% | 0.06% | -7.5% |
| Q2 2021 | $169,000 | +3.0% | 3,270 | +500.0% | 0.07% | -4.3% |
| Q1 2021 | $164,000 | -0.6% | 545 | 0.0% | 0.07% | -9.1% |
| Q4 2020 | $165,000 | – | 545 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |