ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 106 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,569 | -7.3% | 4,201 | +0.7% | 0.01% | -6.7% |
| Q2 2023 | $285,463 | +6.0% | 4,172 | +0.5% | 0.02% | -6.2% |
| Q1 2023 | $269,330 | -2.3% | 4,152 | +0.6% | 0.02% | -5.9% |
| Q4 2022 | $275,701 | +10.3% | 4,129 | +3.5% | 0.02% | -5.6% |
| Q3 2022 | $250,000 | -7.7% | 3,990 | -5.9% | 0.02% | -10.0% |
| Q2 2022 | $271,000 | +7.5% | 4,240 | +6.3% | 0.02% | +5.3% |
| Q1 2022 | $252,000 | -5.6% | 3,990 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $267,000 | -1.1% | 3,980 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $270,000 | -47.7% | 3,966 | -49.8% | 0.02% | 0.0% |
| Q2 2021 | $516,000 | +106.4% | 7,904 | +100.5% | 0.02% | -9.5% |
| Q1 2021 | $250,000 | -20.6% | 3,943 | +43.2% | 0.02% | -30.0% |
| Q4 2020 | $315,000 | +18.9% | 2,754 | +3.3% | 0.03% | -3.2% |
| Q3 2020 | $265,000 | – | 2,667 | – | 0.03% | – |
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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% |