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 | $2,009,101 | -2.9% | 31,019 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $2,068,705 | +4.1% | 31,099 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,987,226 | +100062.6% | 31,099 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $1,984 | -99.9% | 31,374 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $1,803,000 | -6.8% | 31,922 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $1,934,000 | -10.8% | 32,024 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $2,168,000 | -6.8% | 31,614 | -5.5% | 0.01% | 0.0% |
| Q4 2021 | $2,327,000 | +6.2% | 33,441 | -2.9% | 0.01% | -16.7% |
| Q3 2021 | $2,192,000 | -1.3% | 34,447 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $2,221,000 | +3.8% | 34,400 | +97.5% | 0.01% | 0.0% |
| Q1 2021 | $2,139,000 | -19.2% | 17,414 | -26.2% | 0.01% | -25.0% |
| Q4 2020 | $2,647,000 | +5.8% | 23,583 | -6.8% | 0.01% | -11.1% |
| Q3 2020 | $2,501,000 | +103.7% | 25,303 | +99.3% | 0.01% | +80.0% |
| Q2 2020 | $1,228,000 | +19.8% | 12,698 | +7.3% | 0.01% | 0.0% |
| Q1 2020 | $1,025,000 | -24.2% | 11,835 | +2.6% | 0.01% | 0.0% |
| Q4 2019 | $1,352,000 | +12.9% | 11,538 | +6.5% | 0.01% | 0.0% |
| Q3 2019 | $1,197,000 | +22.1% | 10,833 | +19.3% | 0.01% | +25.0% |
| Q2 2019 | $980,000 | -0.2% | 9,080 | -2.6% | 0.00% | -33.3% |
| Q1 2019 | $982,000 | -4.4% | 9,318 | -12.6% | 0.01% | -14.3% |
| Q4 2018 | $1,027,000 | 0.0% | 10,663 | +11.8% | 0.01% | +16.7% |
| Q3 2018 | $1,027,000 | +13.1% | 9,540 | +6.8% | 0.01% | 0.0% |
| Q2 2018 | $908,000 | +0.7% | 8,931 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $902,000 | +40.9% | 8,882 | +46.6% | 0.01% | +20.0% |
| Q4 2017 | $640,000 | +14.7% | 6,059 | +8.2% | 0.01% | +25.0% |
| Q3 2017 | $558,000 | +20.5% | 5,599 | +16.2% | 0.00% | 0.0% |
| Q2 2017 | $463,000 | +12.1% | 4,820 | +12.2% | 0.00% | +33.3% |
| Q1 2017 | $413,000 | +2.2% | 4,295 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $404,000 | +12.5% | 4,295 | +5.5% | 0.00% | +33.3% |
| Q3 2016 | $359,000 | +21.7% | 4,070 | +19.7% | 0.00% | 0.0% |
| Q2 2016 | $295,000 | +18.0% | 3,400 | +13.9% | 0.00% | +50.0% |
| Q1 2016 | $250,000 | – | 2,985 | – | 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% |