ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,187 | -2.6% | 1,084 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $72,084 | +4.6% | 1,084 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $68,926 | +1.6% | 1,079 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $67,812 | +13.0% | 1,072 | +1.4% | 0.01% | 0.0% |
| Q3 2022 | $60,000 | -6.2% | 1,057 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $64,000 | -11.1% | 1,057 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $72,000 | -1.4% | 1,052 | +0.5% | 0.01% | +11.1% |
| Q4 2021 | $73,000 | +10.6% | 1,047 | +1.2% | 0.01% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 1,035 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $67,000 | +15.5% | 1,035 | +101.8% | 0.01% | 0.0% |
| Q4 2020 | $58,000 | +16.0% | 513 | +0.8% | 0.01% | +12.5% |
| Q3 2020 | $50,000 | +2.0% | 509 | +0.8% | 0.01% | -11.1% |
| Q2 2020 | $49,000 | +14.0% | 505 | +2.0% | 0.01% | -10.0% |
| Q1 2020 | $43,000 | +975.0% | 495 | +1078.6% | 0.01% | +400.0% |
| Q3 2018 | $4,000 | 0.0% | 42 | +2.4% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 41 | +2.5% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | +100.0% |
| Q1 2017 | $3,000 | -25.0% | 40 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $4,000 | – | 40 | – | 0.00% | – |
Download | ||||||
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% |