ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 104 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $539,719 | +77.3% | 7,072 | +78.6% | 0.00% | +33.3% |
| Q1 2024 | $304,362 | -7.7% | 3,960 | -15.2% | 0.00% | 0.0% |
| Q4 2023 | $329,859 | +34.0% | 4,671 | +22.9% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 111,627 | $10,715,000 | 7.21% |
| SPC Financial, Inc. | 95,030 | $9,122,000 | 2.42% |
| Courage Miller Partners, LLC | 19,394 | $1,862,000 | 1.23% |
| Ullmann Wealth Partners Group, LLC | 3,472 | $333,000 | 0.24% |
| AXA S.A. | 441,336 | $42,366,000 | 0.19% |
| Summit Asset Management, LLC | 3,212 | $308,000 | 0.16% |
| B. Riley Wealth Advisors, Inc. | 5,742 | $552,000 | 0.10% |
| Ausdal Financial Partners, Inc. | 2,370 | $228,000 | 0.10% |
| Cetera Advisor Networks LLC | 15,811 | $1,516,000 | 0.07% |
| Jacobus Wealth Management, Inc. | 2,100 | $202,000 | 0.05% |