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 2017 | $342,000 | +4.3% | 3,433 | +0.4% | 0.03% | -9.7% |
| Q2 2017 | $328,000 | +0.9% | 3,421 | +1.2% | 0.03% | 0.0% |
| Q1 2017 | $325,000 | +2.2% | 3,381 | +0.1% | 0.03% | -11.4% |
| Q4 2016 | $318,000 | +8.9% | 3,376 | +1.9% | 0.04% | 0.0% |
| Q3 2016 | $292,000 | +1.7% | 3,312 | +0.2% | 0.04% | -5.4% |
| Q2 2016 | $287,000 | +34.7% | 3,306 | +30.2% | 0.04% | +27.6% |
| Q1 2016 | $213,000 | -1.4% | 2,540 | -3.8% | 0.03% | -3.3% |
| Q4 2015 | $216,000 | -34.5% | 2,641 | -38.1% | 0.03% | -42.3% |
| Q3 2015 | $330,000 | -23.6% | 4,270 | -17.1% | 0.05% | -13.3% |
| Q2 2015 | $432,000 | +0.2% | 5,149 | 0.0% | 0.06% | +5.3% |
| Q1 2015 | $431,000 | -2.9% | 5,149 | 0.0% | 0.06% | -3.4% |
| Q4 2014 | $444,000 | – | 5,149 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |