ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,663 | -22.9% | 6,263 | -20.8% | 0.00% | 0.0% |
| Q2 2023 | $526,201 | +1.1% | 7,910 | -2.9% | 0.00% | -20.0% |
| Q1 2023 | $520,576 | -3.0% | 8,147 | -4.1% | 0.01% | 0.0% |
| Q4 2022 | $536,910 | +42.8% | 8,491 | +27.4% | 0.01% | -37.5% |
| Q3 2022 | $376,000 | -1.1% | 6,663 | +5.8% | 0.01% | +33.3% |
| Q2 2022 | $380,000 | -4.5% | 6,300 | +8.6% | 0.01% | 0.0% |
| Q1 2022 | $398,000 | +1.8% | 5,800 | +3.1% | 0.01% | 0.0% |
| Q4 2021 | $391,000 | +27.4% | 5,625 | +16.6% | 0.01% | +20.0% |
| Q3 2021 | $307,000 | -23.1% | 4,823 | -22.0% | 0.01% | -16.7% |
| Q2 2021 | $399,000 | +19.5% | 6,187 | +127.6% | 0.01% | -14.3% |
| Q1 2021 | $334,000 | +10.6% | 2,718 | +0.9% | 0.01% | +16.7% |
| Q4 2020 | $302,000 | +42.5% | 2,694 | +49.7% | 0.01% | -71.4% |
| Q4 2019 | $212,000 | – | 1,799 | – | 0.02% | – |
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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% |