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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,120 | -5.6% | 5,728 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $362,511 | +4.4% | 5,728 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $347,332 | +9.4% | 5,728 | +5.8% | 0.01% | 0.0% |
| Q4 2022 | $317,622 | +8.8% | 5,414 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $292,000 | -4.3% | 5,414 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $305,000 | -16.2% | 5,414 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $364,000 | -7.8% | 5,414 | -2.7% | 0.01% | 0.0% |
| Q4 2021 | $395,000 | +6.8% | 5,564 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $370,000 | -0.8% | 5,564 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $373,000 | +17.7% | 5,564 | +341.9% | 0.01% | 0.0% |
| Q1 2021 | $317,000 | +6.0% | 1,259 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $299,000 | -14.3% | 1,276 | -26.8% | 0.01% | -25.0% |
| Q3 2020 | $349,000 | +8.4% | 1,744 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $322,000 | +19.7% | 1,744 | -0.6% | 0.02% | 0.0% |
| Q1 2020 | $269,000 | -82.4% | 1,754 | -76.0% | 0.02% | -77.5% |
| Q4 2019 | $1,530,000 | -35.6% | 7,303 | -40.4% | 0.08% | -44.8% |
| Q3 2019 | $2,375,000 | 0.0% | 12,245 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $2,375,000 | +0.5% | 12,245 | -2.6% | 0.15% | -12.0% |
| Q1 2019 | $2,363,000 | +420.5% | 12,569 | +347.1% | 0.17% | +315.0% |
| Q4 2018 | $454,000 | +74.6% | 2,811 | +105.2% | 0.04% | +110.5% |
| Q3 2018 | $260,000 | +4.0% | 1,370 | +3.8% | 0.02% | 0.0% |
| Q2 2018 | $250,000 | +4.6% | 1,320 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $239,000 | -2.4% | 1,320 | 0.0% | 0.02% | -9.5% |
| Q4 2017 | $245,000 | +6.1% | 1,320 | 0.0% | 0.02% | -19.2% |
| Q3 2017 | $231,000 | +3.6% | 1,320 | 0.0% | 0.03% | -10.3% |
| Q2 2017 | $223,000 | -14.9% | 1,320 | -16.1% | 0.03% | -23.7% |
| Q1 2017 | $262,000 | +37.9% | 1,573 | +27.6% | 0.04% | +5.6% |
| Q3 2016 | $190,000 | +120.9% | 1,233 | +114.4% | 0.04% | +80.0% |
| Q2 2016 | $86,000 | +2.4% | 575 | 0.0% | 0.02% | -13.0% |
| Q1 2016 | $84,000 | -6.7% | 575 | -8.3% | 0.02% | -20.7% |
| Q4 2015 | $90,000 | +4.7% | 627 | 0.0% | 0.03% | +11.5% |
| Q3 2015 | $86,000 | -9.5% | 627 | 0.0% | 0.03% | -7.1% |
| Q2 2015 | $95,000 | +137.5% | 627 | +141.2% | 0.03% | +154.5% |
| Q1 2015 | $40,000 | +5.3% | 260 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $38,000 | +65.2% | 260 | +43.6% | 0.01% | 0.0% |
| Q4 2013 | $23,000 | – | 181 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |