ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,219 | +6.2% | 5,318 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $207,308 | -35.0% | 5,318 | -41.1% | 0.02% | -42.9% |
| Q2 2022 | $319,000 | -21.0% | 9,025 | -1.3% | 0.03% | -12.5% |
| Q1 2022 | $404,000 | -12.0% | 9,148 | -1.0% | 0.03% | -5.9% |
| Q4 2021 | $459,000 | +16.5% | 9,238 | +15.5% | 0.03% | +6.2% |
| Q3 2021 | $394,000 | -14.2% | 7,996 | -9.7% | 0.03% | -15.8% |
| Q2 2021 | $459,000 | +3.6% | 8,856 | +500.0% | 0.04% | 0.0% |
| Q1 2021 | $443,000 | +4.5% | 1,476 | +5.7% | 0.04% | -32.1% |
| Q4 2020 | $424,000 | – | 1,396 | – | 0.06% | – |
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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% |