ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 94 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 144,671 | $14,621,000 | 7.18% |
| SPC Financial, Inc. | 97,755 | $9,938,000 | 2.17% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 15,156 | $1,540,000 | 1.38% |
| Courage Miller Partners, LLC | 13,696 | $1,392,000 | 0.83% |
| Brand Asset Management Group, Inc. | 7,353 | $748,000 | 0.57% |
| Cypress Wealth Services, LLC | 11,541 | $1,173,000 | 0.45% |
| IFG Advisory, LLC | 10,660 | $1,655,000 | 0.34% |
| Ullmann Wealth Partners Group, LLC | 3,472 | $352,000 | 0.24% |
| AXA S.A. | 441,936 | $44,929,000 | 0.17% |
| Summit Asset Management, LLC | 3,157 | $321,000 | 0.15% |