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 | $610,911 | -10.9% | 9,432 | -8.5% | 0.01% | -9.1% |
| Q2 2023 | $685,689 | +4.1% | 10,308 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $658,682 | -54.2% | 10,308 | -54.7% | 0.01% | -57.7% |
| Q4 2022 | $1,438,167 | +981.3% | 22,745 | +1699.4% | 0.03% | +271.4% |
| Q1 2019 | $133,000 | -59.2% | 1,264 | -62.8% | 0.01% | -68.2% |
| Q1 2017 | $326,000 | -19.7% | 3,398 | -21.3% | 0.02% | -29.0% |
| Q4 2016 | $406,000 | +7.1% | 4,315 | 0.0% | 0.03% | +6.9% |
| Q3 2016 | $379,000 | +13.1% | 4,315 | +10.9% | 0.03% | +11.5% |
| Q2 2016 | $335,000 | +10.6% | 3,890 | +8.0% | 0.03% | +4.0% |
| Q1 2016 | $303,000 | +4.8% | 3,602 | +1.3% | 0.02% | +4.2% |
| Q4 2015 | $289,000 | – | 3,556 | – | 0.02% | – |
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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% |