ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391 | -48.8% | 10,085 | -45.3% | 0.00% | -33.3% |
| Q2 2023 | $763 | +5.8% | 18,424 | -0.4% | 0.00% | -25.0% |
| Q1 2023 | $721 | +2.9% | 18,494 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $701 | -99.9% | 19,443 | +41.5% | 0.00% | +33.3% |
| Q3 2022 | $476,000 | -19.0% | 13,742 | -17.5% | 0.00% | 0.0% |
| Q2 2022 | $588,000 | -44.1% | 16,657 | -30.0% | 0.00% | -40.0% |
| Q1 2022 | $1,052,000 | -63.8% | 23,798 | -59.3% | 0.01% | -61.5% |
| Q4 2021 | $2,903,000 | -0.1% | 58,474 | -0.9% | 0.01% | -7.1% |
| Q3 2021 | $2,906,000 | +33.1% | 59,011 | +40.1% | 0.01% | +40.0% |
| Q2 2021 | $2,183,000 | -49.1% | 42,132 | +195.4% | 0.01% | -56.5% |
| Q1 2021 | $4,286,000 | +37.5% | 14,265 | +38.8% | 0.02% | +27.8% |
| Q4 2020 | $3,118,000 | +313.0% | 10,275 | +223.1% | 0.02% | +260.0% |
| Q3 2020 | $755,000 | +112.1% | 3,180 | +97.4% | 0.01% | +66.7% |
| Q2 2020 | $356,000 | +77.1% | 1,611 | +33.5% | 0.00% | +50.0% |
| Q4 2018 | $201,000 | -34.3% | 1,207 | -16.2% | 0.00% | -33.3% |
| Q3 2018 | $306,000 | -78.4% | 1,441 | -79.8% | 0.00% | -80.0% |
| Q2 2018 | $1,419,000 | +148.1% | 7,149 | +132.0% | 0.02% | +150.0% |
| Q1 2018 | $572,000 | +186.0% | 3,081 | +103.8% | 0.01% | -25.0% |
| Q4 2013 | $200,000 | – | 1,512 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |