ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 107 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |