ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39 | +18.2% | 1,000 | +24.4% | 0.00% | 0.0% |
| Q2 2023 | $33 | +6.5% | 804 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $31 | +6.9% | 803 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $29 | -99.9% | 803 | +7.8% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | +23.8% | 745 | +23.8% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | +61.5% | 602 | +106.9% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 291 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | -87.0% | 291 | -86.7% | 0.00% | -80.0% |
| Q3 2021 | $108,000 | +5300.0% | 2,192 | +7206.7% | 0.01% | – |
| Q2 2021 | $2,000 | 0.0% | 30 | +500.0% | 0.00% | – |
| Q1 2021 | $2,000 | -94.9% | 5 | -97.9% | 0.00% | -100.0% |
| Q4 2018 | $39,000 | – | 235 | – | 0.00% | – |
Download | ||||||
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% |