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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $12 | -7.7% | 296 | -10.8% | 0.00% | – |
| Q1 2023 | $13 | +8.3% | 332 | 0.0% | 0.00% | – |
| Q4 2022 | $12 | -100.0% | 332 | -76.8% | 0.00% | – |
| Q3 2022 | $50,000 | 0.0% | 1,431 | 0.0% | 0.00% | – |
| Q2 2022 | $50,000 | -28.6% | 1,431 | -9.5% | 0.00% | -100.0% |
| Q1 2022 | $70,000 | 0.0% | 1,581 | +11.0% | 0.00% | – |
| Q4 2021 | $70,000 | -31.4% | 1,424 | +229.6% | 0.00% | -100.0% |
| Q3 2021 | $102,000 | +264.3% | 432 | -21.2% | 0.00% | – |
| Q2 2021 | $28,000 | -65.0% | 548 | +106.0% | 0.00% | -100.0% |
| Q1 2021 | $80,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $80,000 | -21.6% | 266 | -38.4% | 0.00% | 0.0% |
| Q3 2020 | $102,000 | +1.0% | 432 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $101,000 | +32.9% | 453 | -0.4% | 0.00% | 0.0% |
| Q1 2020 | $76,000 | -14.6% | 455 | +8.9% | 0.00% | 0.0% |
| Q4 2019 | $89,000 | +15.6% | 418 | +5.8% | 0.00% | 0.0% |
| Q3 2019 | $77,000 | -3.8% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $80,000 | +6.7% | 395 | +4.5% | 0.00% | 0.0% |
| Q1 2019 | $75,000 | +1400.0% | 378 | +1045.5% | 0.00% | – |
| Q4 2018 | $5,000 | -28.6% | 33 | 0.0% | 0.00% | – |
| Q3 2018 | $7,000 | +250.0% | 33 | +312.5% | 0.00% | – |
| Q2 2018 | $2,000 | – | 8 | – | 0.00% | – |
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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% |