ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 95 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,879 | +18.6% | 5,371 | +21.8% | 0.00% | – |
| Q2 2023 | $293,220 | +4.1% | 4,408 | 0.0% | 0.00% | – |
| Q1 2023 | $281,671 | +1.1% | 4,408 | 0.0% | 0.00% | – |
| Q4 2022 | $278,718 | -3.9% | 4,408 | -14.2% | 0.00% | -100.0% |
| Q3 2022 | $290,000 | -6.5% | 5,136 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $310,000 | -11.9% | 5,136 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $352,000 | +18.1% | 5,136 | +19.8% | 0.00% | – |
| Q4 2021 | $298,000 | +17.8% | 4,286 | +8.0% | 0.00% | – |
| Q3 2021 | $253,000 | -47.0% | 3,970 | -46.3% | 0.00% | -100.0% |
| Q2 2021 | $477,000 | +3875.0% | 7,398 | +5184.3% | 0.00% | – |
| Q2 2016 | $12,000 | – | 140 | – | 0.00% | – |
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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% |