ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 106 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,679 | -2.6% | 5,090 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $338,587 | +4.1% | 5,090 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $325,251 | +1.1% | 5,090 | 0.0% | 0.09% | -3.2% |
| Q4 2022 | $321,841 | +12.1% | 5,090 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $287,000 | -12.2% | 5,090 | -6.1% | 0.09% | -7.9% |
| Q2 2022 | $327,000 | -6.3% | 5,423 | +6.5% | 0.10% | +1.0% |
| Q1 2022 | $349,000 | -1.4% | 5,090 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $354,000 | +9.3% | 5,090 | 0.0% | 0.10% | -2.0% |
| Q3 2021 | $324,000 | -1.5% | 5,090 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $329,000 | +5.1% | 5,090 | +100.0% | 0.10% | -2.8% |
| Q1 2021 | $313,000 | +9.4% | 2,545 | 0.0% | 0.11% | +1.9% |
| Q4 2020 | $286,000 | +13.5% | 2,545 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $252,000 | -14.9% | 2,545 | -16.7% | 0.10% | -23.0% |
| Q2 2020 | $296,000 | +11.7% | 3,057 | 0.0% | 0.14% | -5.6% |
| Q1 2020 | $265,000 | -26.0% | 3,057 | 0.0% | 0.14% | -6.5% |
| Q4 2019 | $358,000 | +5.9% | 3,057 | 0.0% | 0.15% | -2.5% |
| Q3 2019 | $338,000 | +2.4% | 3,057 | 0.0% | 0.16% | +0.6% |
| Q2 2019 | $330,000 | +2.5% | 3,057 | 0.0% | 0.16% | -1.9% |
| Q1 2019 | $322,000 | +9.5% | 3,057 | 0.0% | 0.16% | -4.2% |
| Q4 2018 | $294,000 | -13.3% | 3,057 | -3.2% | 0.17% | +5.7% |
| Q3 2018 | $339,000 | +5.6% | 3,157 | 0.0% | 0.16% | +2.6% |
| Q2 2018 | $321,000 | 0.0% | 3,157 | 0.0% | 0.15% | 0.0% |
| Q1 2018 | $321,000 | -0.6% | 3,157 | +3.3% | 0.15% | -1.3% |
| Q4 2017 | $323,000 | +5.9% | 3,057 | 0.0% | 0.16% | +1.3% |
| Q3 2017 | $305,000 | -1.0% | 3,057 | -4.8% | 0.15% | -6.1% |
| Q2 2017 | $308,000 | -0.3% | 3,212 | 0.0% | 0.16% | -8.9% |
| Q1 2017 | $309,000 | +2.3% | 3,212 | 0.0% | 0.18% | -5.3% |
| Q4 2016 | $302,000 | +6.7% | 3,212 | 0.0% | 0.19% | +8.6% |
| Q3 2016 | $283,000 | -1.7% | 3,212 | -3.4% | 0.17% | -4.9% |
| Q2 2016 | $288,000 | +3.2% | 3,325 | 0.0% | 0.18% | 0.0% |
| Q1 2016 | $279,000 | +2.6% | 3,325 | 0.0% | 0.18% | -1.1% |
| Q4 2015 | $272,000 | +5.8% | 3,325 | 0.0% | 0.18% | +0.5% |
| Q3 2015 | $257,000 | -7.9% | 3,325 | 0.0% | 0.18% | -3.7% |
| Q2 2015 | $279,000 | 0.0% | 3,325 | 0.0% | 0.19% | -1.5% |
| Q1 2015 | $279,000 | -2.8% | 3,325 | 0.0% | 0.19% | -6.7% |
| Q4 2014 | $287,000 | +2.1% | 3,325 | 0.0% | 0.21% | -3.3% |
| Q3 2014 | $281,000 | -0.4% | 3,325 | 0.0% | 0.22% | -0.9% |
| Q2 2014 | $282,000 | +4.1% | 3,325 | 0.0% | 0.22% | 0.0% |
| Q1 2014 | $271,000 | +1.5% | 3,325 | 0.0% | 0.22% | +2.8% |
| Q4 2013 | $267,000 | +6.8% | 3,325 | -2.2% | 0.21% | -5.0% |
| Q3 2013 | $250,000 | +1.2% | 3,400 | 0.0% | 0.22% | -7.1% |
| Q2 2013 | $247,000 | – | 3,400 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |