ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 154 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $138,559 | +16.0% | 2,285 | +12.2% | 0.01% | +10.0% |
| Q4 2022 | $119,482 | +63.7% | 2,037 | +49.7% | 0.01% | +42.9% |
| Q3 2022 | $73,000 | -5.2% | 1,361 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $77,000 | -15.4% | 1,361 | +0.1% | 0.01% | -12.5% |
| Q1 2022 | $91,000 | -5.2% | 1,359 | +0.1% | 0.01% | -11.1% |
| Q4 2021 | $96,000 | -47.5% | 1,357 | -50.8% | 0.01% | -50.0% |
| Q3 2021 | $183,000 | -24.1% | 2,757 | -23.3% | 0.02% | -25.0% |
| Q2 2021 | $241,000 | +59.6% | 3,596 | +500.3% | 0.02% | +33.3% |
| Q1 2021 | $151,000 | +7.9% | 599 | +0.3% | 0.02% | -10.0% |
| Q4 2020 | $140,000 | +19.7% | 597 | +1.9% | 0.02% | -4.8% |
| Q3 2020 | $117,000 | +44.4% | 586 | +32.6% | 0.02% | +23.5% |
| Q2 2020 | $81,000 | +912.5% | 442 | +718.5% | 0.02% | +750.0% |
| Q1 2020 | $8,000 | -27.3% | 54 | +1.9% | 0.00% | -33.3% |
| Q4 2019 | $11,000 | -95.8% | 53 | -96.0% | 0.00% | -96.7% |
| Q3 2019 | $260,000 | +2.8% | 1,317 | +0.8% | 0.09% | -9.9% |
| Q2 2019 | $253,000 | – | 1,306 | – | 0.10% | – |
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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% |