ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998,482 | -10.1% | 15,416 | -7.7% | 0.00% | -50.0% |
| Q2 2023 | $1,110,643 | -39.2% | 16,696 | -41.6% | 0.01% | +50.0% |
| Q1 2023 | $1,826,773 | -9.0% | 28,588 | -9.9% | 0.00% | 0.0% |
| Q4 2022 | $2,006,604 | +3.9% | 31,735 | -7.2% | 0.00% | -20.0% |
| Q3 2022 | $1,932,000 | -7.2% | 34,205 | -0.7% | 0.01% | 0.0% |
| Q2 2022 | $2,081,000 | -12.3% | 34,458 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $2,374,000 | +31.6% | 34,618 | +33.6% | 0.01% | +25.0% |
| Q4 2021 | $1,804,000 | +10.7% | 25,917 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $1,629,000 | -0.6% | 25,604 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $1,639,000 | +14.5% | 25,386 | +117.9% | 0.00% | -20.0% |
| Q1 2021 | $1,431,000 | +7.1% | 11,648 | -2.1% | 0.01% | +25.0% |
| Q4 2020 | $1,336,000 | +19.0% | 11,898 | +4.7% | 0.00% | 0.0% |
| Q3 2020 | $1,123,000 | -25.6% | 11,360 | -27.2% | 0.00% | -42.9% |
| Q2 2020 | $1,510,000 | +6.2% | 15,607 | -5.0% | 0.01% | -12.5% |
| Q1 2020 | $1,422,000 | -27.9% | 16,425 | -2.4% | 0.01% | -11.1% |
| Q4 2019 | $1,973,000 | +2.5% | 16,832 | -3.4% | 0.01% | -10.0% |
| Q3 2019 | $1,925,000 | +3.2% | 17,427 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $1,866,000 | +1.2% | 17,292 | -1.1% | 0.01% | 0.0% |
| Q1 2019 | $1,844,000 | +9.1% | 17,491 | -0.3% | 0.01% | 0.0% |
| Q4 2018 | $1,690,000 | – | 17,547 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 144,671 | $14,621,000 | 7.18% |
| SPC Financial, Inc. | 97,755 | $9,938,000 | 2.17% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 15,156 | $1,540,000 | 1.38% |
| Courage Miller Partners, LLC | 13,696 | $1,392,000 | 0.83% |
| Brand Asset Management Group, Inc. | 7,353 | $748,000 | 0.57% |
| Cypress Wealth Services, LLC | 11,541 | $1,173,000 | 0.45% |
| IFG Advisory, LLC | 10,660 | $1,655,000 | 0.34% |
| Ullmann Wealth Partners Group, LLC | 3,472 | $352,000 | 0.24% |
| AXA S.A. | 441,936 | $44,929,000 | 0.17% |
| Summit Asset Management, LLC | 3,157 | $321,000 | 0.15% |