ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $25 | -19.4% | 395 | -21.6% | 0.00% | – |
| Q1 2023 | $31 | -16.2% | 504 | -14.4% | 0.00% | – |
| Q4 2022 | $37 | -99.9% | 589 | -47.4% | 0.00% | -100.0% |
| Q3 2022 | $63,000 | -25.9% | 1,120 | -22.4% | 0.00% | 0.0% |
| Q2 2022 | $85,000 | -33.6% | 1,444 | -22.3% | 0.00% | 0.0% |
| Q1 2022 | $128,000 | +28.0% | 1,859 | +26.9% | 0.00% | 0.0% |
| Q4 2021 | $100,000 | -21.9% | 1,465 | +50.9% | 0.00% | 0.0% |
| Q3 2021 | $128,000 | +88.2% | 971 | -8.0% | 0.00% | – |
| Q2 2021 | $68,000 | -51.1% | 1,056 | +19.5% | 0.00% | -100.0% |
| Q1 2021 | $139,000 | 0.0% | 884 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $139,000 | +8.6% | 884 | -9.0% | 0.00% | 0.0% |
| Q3 2020 | $128,000 | -5.9% | 971 | -10.1% | 0.00% | 0.0% |
| Q2 2020 | $136,000 | -6.2% | 1,080 | -20.7% | 0.00% | 0.0% |
| Q1 2020 | $145,000 | +1971.4% | 1,362 | +3392.3% | 0.00% | – |
| Q4 2019 | $7,000 | +133.3% | 39 | +85.7% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | +200.0% | 21 | +425.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 4 | -33.3% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 6 | +20.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 5 | -28.6% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 7 | +40.0% | 0.00% | – |
| Q2 2017 | $1,000 | – | 5 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |