ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,440,579 | +11.4% | 22,762 | +6.7% | 0.01% | +100.0% |
| Q1 2023 | $1,293,361 | +3.6% | 21,329 | +0.2% | 0.00% | -62.5% |
| Q4 2022 | $1,248,776 | +9.5% | 21,285 | +0.6% | 0.01% | -42.9% |
| Q3 2022 | $1,140,000 | -4.4% | 21,166 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $1,193,000 | -16.2% | 21,166 | 0.0% | 0.01% | -40.9% |
| Q1 2022 | $1,424,000 | -5.3% | 21,166 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $1,504,000 | – | 21,166 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WESPAC Advisors, LLC | 13,263 | $2,048,000 | 2.31% |
| Threshold Group LLC | 6,837 | $1,056,000 | 1.02% |
| Greenwich Wealth Management LLC | 32,958 | $5,089,000 | 0.90% |
| WINTRUST INVESTMENTS LLC | 6,739 | $1,041,000 | 0.48% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 22,725 | $3,509,000 | 0.47% |
| Summit Asset Management, LLC | 4,658 | $719,000 | 0.44% |
| Geneos Wealth Management Inc. | 15,478 | $2,390,000 | 0.32% |
| Liberty Capital Management, Inc. | 2,550 | $389,000 | 0.25% |
| Ironwood Financial, llc | 1,926 | $297,000 | 0.21% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 84,813 | $13,098,000 | 0.20% |