ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,299,000 | -6.4% | 38,518 | -0.7% | 0.00% | -20.0% |
| Q2 2023 | $2,457,000 | +10.9% | 38,785 | +6.3% | 0.01% | 0.0% |
| Q1 2023 | $2,216,000 | +3.5% | 36,500 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $2,142,000 | +3.4% | 36,500 | -5.1% | 0.01% | -16.7% |
| Q3 2022 | $2,071,000 | -7.7% | 38,476 | -3.3% | 0.01% | 0.0% |
| Q2 2022 | $2,243,000 | -24.7% | 39,783 | -10.1% | 0.01% | -14.3% |
| Q1 2022 | $2,978,000 | +108.7% | 44,268 | +120.5% | 0.01% | +133.3% |
| Q4 2021 | $1,427,000 | +8.4% | 20,079 | +1.5% | 0.00% | -25.0% |
| Q3 2021 | $1,317,000 | -0.9% | 19,784 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $1,329,000 | +2.5% | 19,815 | +284.5% | 0.00% | 0.0% |
| Q1 2021 | $1,297,000 | -21.1% | 5,153 | -26.4% | 0.00% | -42.9% |
| Q4 2020 | $1,643,000 | +18.5% | 7,002 | +1.1% | 0.01% | 0.0% |
| Q3 2020 | $1,386,000 | +9.7% | 6,929 | +0.9% | 0.01% | 0.0% |
| Q2 2020 | $1,264,000 | -14.2% | 6,864 | -28.6% | 0.01% | -30.0% |
| Q1 2020 | $1,473,000 | -30.5% | 9,618 | -4.8% | 0.01% | -23.1% |
| Q4 2019 | $2,118,000 | +3.3% | 10,108 | -2.4% | 0.01% | +18.2% |
| Q3 2019 | $2,050,000 | +5.2% | 10,357 | +3.2% | 0.01% | -8.3% |
| Q2 2019 | $1,949,000 | +11.6% | 10,040 | +8.2% | 0.01% | 0.0% |
| Q1 2019 | $1,747,000 | +43.3% | 9,276 | +23.1% | 0.01% | +33.3% |
| Q4 2018 | $1,219,000 | +8.2% | 7,537 | +27.0% | 0.01% | +12.5% |
| Q3 2018 | $1,127,000 | +14.9% | 5,935 | +11.3% | 0.01% | 0.0% |
| Q2 2018 | $981,000 | -3.3% | 5,333 | -4.5% | 0.01% | -11.1% |
| Q1 2018 | $1,015,000 | -19.2% | 5,586 | -17.3% | 0.01% | -10.0% |
| Q4 2017 | $1,256,000 | -70.6% | 6,752 | -72.4% | 0.01% | -72.2% |
| Q3 2017 | $4,273,000 | +74.8% | 24,456 | +69.1% | 0.04% | +63.6% |
| Q2 2017 | $2,445,000 | +8.2% | 14,464 | +6.4% | 0.02% | 0.0% |
| Q1 2017 | $2,259,000 | -7.9% | 13,588 | -12.9% | 0.02% | -18.5% |
| Q4 2016 | $2,454,000 | +3.3% | 15,605 | +1.2% | 0.03% | -3.6% |
| Q3 2016 | $2,376,000 | +64.5% | 15,413 | +59.2% | 0.03% | +55.6% |
| Q2 2016 | $1,444,000 | +123.9% | 9,680 | +117.3% | 0.02% | +800.0% |
| Q1 2016 | $645,000 | – | 4,455 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,335 | $20,272,000 | 5.30% |
| PACIFIC FINANCIAL GROUP INC | 108,564 | $7,279,000 | 5.03% |
| Benchmark Wealth Management, LLC | 88,676 | $5,946,000 | 4.08% |
| Brand Asset Management Group, Inc. | 44,342 | $2,973,000 | 1.44% |
| Karp Capital Management Corp | 70,283 | $4,713,000 | 0.70% |
| Marshall Financial Group LLC | 17,504 | $1,174,000 | 0.63% |
| S.A. Mason LLC | 12,633 | $847,000 | 0.58% |
| Ten Capital Wealth Advisors, LLC | 32,384 | $2,171,000 | 0.49% |
| DB Wealth Management Group, LLC | 7,559 | $507,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 229,092 | $15,358,000 | 0.28% |