ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $766,416 | -37.8% | 18,508 | -41.5% | 0.00% | -100.0% |
| Q1 2023 | $1,232,776 | +58.7% | 31,624 | +41.1% | 0.00% | – |
| Q3 2022 | $777,000 | +116.4% | 22,408 | +1280.7% | 0.00% | – |
| Q2 2020 | $359,000 | -60.5% | 1,623 | -70.3% | 0.00% | -100.0% |
| Q1 2020 | $910,000 | +73.3% | 5,472 | +120.8% | 0.00% | 0.0% |
| Q4 2019 | $525,000 | -42.5% | 2,478 | -47.2% | 0.00% | -50.0% |
| Q3 2019 | $913,000 | -47.7% | 4,690 | -45.3% | 0.00% | -33.3% |
| Q2 2019 | $1,745,000 | +126.6% | 8,568 | +85.1% | 0.00% | +50.0% |
| Q4 2018 | $770,000 | -88.0% | 4,628 | -85.7% | 0.00% | -86.7% |
| Q2 2018 | $6,431,000 | +82.3% | 32,396 | +32.3% | 0.02% | -11.8% |
| Q3 2016 | $3,528,000 | +166.5% | 24,484 | +147.9% | 0.02% | +142.9% |
| Q2 2016 | $1,324,000 | +22.8% | 9,875 | +17.9% | 0.01% | +16.7% |
| Q1 2016 | $1,078,000 | +90.8% | 8,377 | +90.6% | 0.01% | +50.0% |
| Q3 2015 | $565,000 | +126.9% | 4,394 | +156.1% | 0.00% | +100.0% |
| Q2 2015 | $249,000 | +13.2% | 1,716 | +5.5% | 0.00% | 0.0% |
| Q4 2014 | $220,000 | -71.4% | 1,627 | -73.4% | 0.00% | -75.0% |
| Q3 2014 | $770,000 | -22.3% | 6,107 | -17.4% | 0.01% | -38.5% |
| Q2 2014 | $991,000 | +40.4% | 7,391 | +37.0% | 0.01% | +62.5% |
| Q1 2014 | $706,000 | – | 5,394 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |