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 2023 | $1,180,175 | -2.6% | 18,221 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $1,212,061 | -2.3% | 18,221 | -6.1% | 0.02% | -17.4% |
| Q1 2023 | $1,240,236 | +1.1% | 19,409 | 0.0% | 0.02% | -23.3% |
| Q4 2022 | $1,227,231 | +5.2% | 19,409 | -6.1% | 0.03% | -16.7% |
| Q3 2022 | $1,167,000 | -9.2% | 20,667 | -2.9% | 0.04% | -7.7% |
| Q2 2022 | $1,285,000 | -36.3% | 21,276 | -27.7% | 0.04% | -40.9% |
| Q1 2022 | $2,017,000 | -4.1% | 29,408 | -2.7% | 0.07% | -2.9% |
| Q4 2021 | $2,103,000 | +4.9% | 30,210 | -4.1% | 0.07% | -6.8% |
| Q3 2021 | $2,005,000 | – | 31,504 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |