ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,993 | -15.0% | 13,360 | -9.9% | 0.06% | -11.9% |
| Q2 2023 | $938,781 | +4.4% | 14,833 | 0.0% | 0.07% | +4.7% |
| Q1 2023 | $899,473 | +1.5% | 14,833 | -1.8% | 0.06% | -5.9% |
| Q4 2022 | $886,386 | +6.8% | 15,108 | -1.9% | 0.07% | -1.4% |
| Q3 2022 | $830,000 | -5.5% | 15,404 | -1.1% | 0.07% | -1.4% |
| Q2 2022 | $878,000 | -20.4% | 15,574 | -5.0% | 0.07% | -5.4% |
| Q1 2022 | $1,103,000 | -5.8% | 16,394 | -0.5% | 0.07% | -2.6% |
| Q4 2021 | $1,171,000 | +4.9% | 16,474 | -1.0% | 0.08% | -13.6% |
| Q2 2021 | $1,116,000 | +5.9% | 16,639 | +297.0% | 0.09% | -13.7% |
| Q1 2021 | $1,054,000 | +6.9% | 4,191 | -0.4% | 0.10% | 0.0% |
| Q4 2020 | $986,000 | +85.3% | 4,209 | +58.7% | 0.10% | +148.8% |
| Q3 2020 | $532,000 | -38.4% | 2,653 | -35.6% | 0.04% | -62.4% |
| Q4 2019 | $863,000 | – | 4,119 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |