ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684 | +0.9% | 10,561 | +3.6% | 0.00% | 0.0% |
| Q2 2023 | $678 | +2.9% | 10,195 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $659 | +1.1% | 10,317 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $652 | -99.9% | 10,317 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $583,000 | -6.4% | 10,317 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $623,000 | -32.1% | 10,317 | -22.9% | 0.01% | -28.6% |
| Q1 2022 | $918,000 | -0.9% | 13,383 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $926,000 | +6.9% | 13,308 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $866,000 | 0.0% | 13,408 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $866,000 | +28.7% | 13,408 | +92.0% | 0.01% | -58.8% |
| Q4 2018 | $673,000 | -30.0% | 6,982 | -22.0% | 0.02% | -32.0% |
| Q3 2018 | $961,000 | +0.6% | 8,954 | -4.7% | 0.02% | -19.4% |
| Q2 2018 | $955,000 | +7.4% | 9,395 | +7.3% | 0.03% | -11.4% |
| Q1 2018 | $889,000 | +19.8% | 8,758 | +24.6% | 0.04% | +6.1% |
| Q4 2017 | $742,000 | +18.2% | 7,030 | +11.6% | 0.03% | +10.0% |
| Q3 2017 | $628,000 | +56.2% | 6,302 | +50.7% | 0.03% | +42.9% |
| Q2 2017 | $402,000 | +16.9% | 4,183 | +17.0% | 0.02% | +10.5% |
| Q1 2017 | $344,000 | +13.2% | 3,576 | +10.7% | 0.02% | 0.0% |
| Q4 2016 | $304,000 | +6.7% | 3,229 | 0.0% | 0.02% | -5.0% |
| Q3 2016 | $285,000 | +231.4% | 3,229 | +226.5% | 0.02% | +233.3% |
| Q2 2016 | $86,000 | +38.7% | 989 | +33.5% | 0.01% | +20.0% |
| Q1 2016 | $62,000 | – | 741 | – | 0.01% | – |
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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% |