ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,164,050 | -3.0% | 19,391 | +2.2% | 0.23% | -0.4% |
| Q2 2023 | $1,200,323 | +8.6% | 18,965 | +4.0% | 0.23% | +0.9% |
| Q1 2023 | $1,105,742 | +6.5% | 18,235 | +3.0% | 0.23% | -3.4% |
| Q4 2022 | $1,038,546 | +10.2% | 17,701 | +1.3% | 0.24% | +6.2% |
| Q3 2022 | $942,000 | -13.3% | 17,480 | -0.6% | 0.22% | -1.8% |
| Q2 2022 | $1,087,000 | -0.2% | 17,583 | +8.6% | 0.23% | +0.9% |
| Q1 2022 | $1,089,000 | +2.5% | 16,185 | +3.0% | 0.23% | +1.8% |
| Q4 2021 | $1,062,000 | +18.1% | 15,717 | +16.4% | 0.22% | +9.4% |
| Q3 2021 | $899,000 | +13.1% | 13,504 | +13.9% | 0.20% | +11.5% |
| Q2 2021 | $795,000 | +7.4% | 11,852 | +3.0% | 0.18% | +2.2% |
| Q1 2021 | $740,000 | +22.7% | 11,508 | +374.0% | 0.18% | +16.3% |
| Q4 2020 | $603,000 | +47.4% | 2,428 | +19.0% | 0.15% | +9.3% |
| Q3 2020 | $409,000 | -1.7% | 2,040 | 0.0% | 0.14% | -3.4% |
| Q2 2020 | $416,000 | +7.8% | 2,040 | -19.0% | 0.14% | -19.0% |
| Q1 2020 | $386,000 | -25.0% | 2,518 | +2.5% | 0.18% | -10.9% |
| Q4 2019 | $515,000 | +7.1% | 2,457 | +1.1% | 0.20% | -2.4% |
| Q3 2019 | $481,000 | +17.9% | 2,431 | +14.9% | 0.21% | +14.4% |
| Q2 2019 | $408,000 | -3.8% | 2,115 | -6.2% | 0.18% | -6.7% |
| Q1 2019 | $424,000 | +8.4% | 2,256 | +6.6% | 0.19% | +10.3% |
| Q4 2018 | $391,000 | – | 2,116 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
| PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
| Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
| Matrix Trust Co | 148,922 | $8,737 | 2.21% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
| OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
| Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
| Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
| Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
| Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |