ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 123 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $862,000 | +158.1% | 24,860 | +163.0% | 0.01% | +100.0% |
| Q2 2022 | $334,000 | -62.3% | 9,451 | -52.8% | 0.01% | -12.5% |
| Q1 2022 | $886,000 | -17.9% | 20,042 | -8.6% | 0.01% | -71.4% |
| Q3 2021 | $1,079,000 | +38.5% | 21,916 | +45.8% | 0.03% | +40.0% |
| Q2 2021 | $779,000 | +85.0% | 15,027 | +972.6% | 0.02% | +185.7% |
| Q1 2021 | $421,000 | +1351.7% | 1,401 | +517.2% | 0.01% | +75.0% |
| Q1 2016 | $29,000 | – | 227 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |