ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429 | +11.7% | 7,083 | +17.4% | 0.00% | +50.0% |
| Q2 2023 | $384 | +6.7% | 6,034 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $360 | -0.3% | 5,821 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $361 | -99.9% | 5,821 | -11.4% | 0.00% | 0.0% |
| Q3 2022 | $368,000 | -7.1% | 6,570 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $396,000 | -14.5% | 6,678 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $463,000 | +0.9% | 6,727 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $459,000 | +5.5% | 6,727 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $435,000 | 0.0% | 6,777 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $435,000 | -34.1% | 6,777 | +42.5% | 0.00% | -81.2% |
| Q4 2018 | $660,000 | -15.2% | 4,756 | -1.0% | 0.02% | -20.0% |
| Q3 2018 | $778,000 | -1.9% | 4,802 | -3.6% | 0.02% | -23.1% |
| Q2 2018 | $793,000 | +2.1% | 4,981 | 0.0% | 0.03% | -16.1% |
| Q1 2018 | $777,000 | +9.6% | 4,981 | +12.1% | 0.03% | 0.0% |
| Q4 2017 | $709,000 | +15.3% | 4,445 | +9.2% | 0.03% | +6.9% |
| Q3 2017 | $615,000 | +37.3% | 4,072 | +34.6% | 0.03% | +26.1% |
| Q2 2017 | $448,000 | +9.3% | 3,025 | +9.6% | 0.02% | 0.0% |
| Q1 2017 | $410,000 | +2.8% | 2,761 | 0.0% | 0.02% | -4.2% |
| Q4 2016 | $399,000 | +69.1% | 2,761 | +56.7% | 0.02% | +50.0% |
| Q3 2016 | $236,000 | +286.9% | 1,762 | +266.3% | 0.02% | +300.0% |
| Q2 2016 | $61,000 | +32.6% | 481 | +28.3% | 0.00% | 0.0% |
| Q1 2016 | $46,000 | – | 375 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |