ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 93 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,126 | -2.6% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $252,776 | +4.1% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $242,820 | +88.7% | 3,800 | -34.8% | 0.00% | 0.0% |
| Q4 2022 | $128,656 | -40.2% | 5,831 | +53.4% | 0.00% | -25.0% |
| Q3 2022 | $215,000 | -6.1% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $229,000 | -13.3% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $264,000 | +9.1% | 3,800 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $242,000 | -8.7% | 3,800 | -7.3% | 0.01% | -14.3% |
| Q2 2021 | $265,000 | +13.7% | 4,100 | +115.8% | 0.01% | 0.0% |
| Q1 2021 | $233,000 | +9.4% | 1,900 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $213,000 | – | 1,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |