ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 70 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,498 | -9.7% | 9,122 | -4.6% | 0.00% | 0.0% |
| Q2 2023 | $475,443 | +4.9% | 9,562 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $453,247 | -9.0% | 9,562 | -18.1% | 0.00% | -33.3% |
| Q3 2022 | $498,000 | -21.6% | 11,672 | -18.7% | 0.01% | 0.0% |
| Q2 2022 | $635,000 | -24.9% | 14,353 | -9.2% | 0.01% | 0.0% |
| Q1 2022 | $846,000 | -6.4% | 15,807 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $904,000 | +1.9% | 15,807 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $887,000 | -4.3% | 15,807 | 0.0% | 0.01% | -25.0% |
| Q2 2021 | $927,000 | +5.1% | 15,807 | +304.2% | 0.01% | 0.0% |
| Q1 2021 | $882,000 | +14.2% | 3,911 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $772,000 | +25.9% | 3,911 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $613,000 | -4.2% | 3,911 | -7.4% | 0.01% | -11.1% |
| Q2 2020 | $640,000 | -10.1% | 4,225 | -25.7% | 0.01% | -30.8% |
| Q1 2020 | $712,000 | -47.8% | 5,683 | -21.4% | 0.01% | -38.1% |
| Q4 2019 | $1,364,000 | +2.6% | 7,226 | -4.8% | 0.02% | 0.0% |
| Q3 2019 | $1,329,000 | -29.4% | 7,592 | -29.6% | 0.02% | -38.2% |
| Q2 2019 | $1,882,000 | -61.9% | 10,778 | -63.1% | 0.03% | -64.9% |
| Q1 2019 | $4,940,000 | +3.4% | 29,175 | -9.7% | 0.10% | -15.7% |
| Q4 2018 | $4,778,000 | -29.7% | 32,316 | -14.2% | 0.12% | -17.3% |
| Q3 2018 | $6,792,000 | +164.0% | 37,685 | +162.1% | 0.14% | +231.0% |
| Q2 2018 | $2,573,000 | -3.3% | 14,380 | -8.8% | 0.04% | -59.6% |
| Q1 2018 | $2,660,000 | +15.5% | 15,760 | +21.1% | 0.10% | +7.2% |
| Q4 2017 | $2,303,000 | -46.8% | 13,018 | -49.5% | 0.10% | -9.3% |
| Q3 2017 | $4,330,000 | +9.2% | 25,761 | +4.2% | 0.11% | 0.0% |
| Q2 2017 | $3,965,000 | +3.8% | 24,721 | +0.7% | 0.11% | 0.0% |
| Q1 2017 | $3,819,000 | +20.4% | 24,543 | +21.9% | 0.11% | +2.9% |
| Q4 2016 | $3,171,000 | +49.2% | 20,136 | +35.6% | 0.10% | +19.5% |
| Q3 2016 | $2,125,000 | +778.1% | 14,848 | +780.7% | 0.09% | +690.9% |
| Q2 2015 | $242,000 | -35.8% | 1,686 | -35.7% | 0.01% | -50.0% |
| Q1 2015 | $377,000 | -30.2% | 2,621 | -32.7% | 0.02% | -37.1% |
| Q4 2014 | $540,000 | +1.5% | 3,893 | -5.3% | 0.04% | -5.4% |
| Q3 2014 | $532,000 | +77.9% | 4,113 | +88.8% | 0.04% | +42.3% |
| Q2 2014 | $299,000 | – | 2,179 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 32,164 | $1,514,356 | 0.78% |
| Richwood Investment Advisors, LLC | 13,442 | $632,882 | 0.64% |
| Goldstein Advisors, LLC | 41,210 | $1,940,258 | 0.40% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 5,934 | $279,406 | 0.24% |
| Gladstone Institutional Advisory LLC | 42,042 | $1,979,438 | 0.13% |
| Aveo Capital Partners, LLC | 19,643 | $924,844 | 0.12% |
| FLAGSTAR ADVISORS INC | 6,485 | $306,849 | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21,837 | $1,028,142 | 0.10% |
| AVANTAX ADVISORY SERVICES, INC. | 183,838 | $8,655,532 | 0.10% |
| Atria Wealth Solutions, Inc. | 63,312 | $2,981,474 | 0.04% |