ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 95 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,537 | -2.6% | 7,450 | 0.0% | 0.02% | -11.8% |
| Q2 2023 | $495,574 | -1.2% | 7,450 | -5.1% | 0.02% | -15.0% |
| Q1 2023 | $501,615 | +8.7% | 7,850 | +7.5% | 0.02% | -13.0% |
| Q4 2022 | $461,579 | +12.3% | 7,300 | +0.2% | 0.02% | -4.2% |
| Q3 2022 | $411,000 | -8.1% | 7,285 | -1.7% | 0.02% | -7.7% |
| Q2 2022 | $447,000 | -7.1% | 7,410 | +5.7% | 0.03% | +8.3% |
| Q1 2022 | $481,000 | +22.1% | 7,010 | +23.9% | 0.02% | +26.3% |
| Q4 2021 | $394,000 | +24.7% | 5,660 | +14.1% | 0.02% | +5.6% |
| Q3 2021 | $316,000 | -7.1% | 4,960 | -5.7% | 0.02% | -14.3% |
| Q2 2021 | $340,000 | +32.3% | 5,260 | +151.7% | 0.02% | +16.7% |
| Q1 2021 | $257,000 | +7.1% | 2,090 | -3.0% | 0.02% | 0.0% |
| Q4 2020 | $240,000 | – | 2,155 | – | 0.02% | – |
Download | ||||||
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% |