ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,451,420 | +36.4% | 53,288 | +40.0% | 0.01% | 0.0% |
Q2 2023 | $2,531,039 | +7.1% | 38,050 | +2.9% | 0.01% | +25.0% |
Q1 2023 | $2,363,015 | +1.7% | 36,980 | +0.6% | 0.00% | -20.0% |
Q4 2022 | $2,323,245 | +26.6% | 36,756 | +13.1% | 0.01% | +25.0% |
Q3 2022 | $1,835,000 | -5.3% | 32,513 | +1.3% | 0.00% | 0.0% |
Q2 2022 | $1,938,000 | -8.8% | 32,102 | +3.7% | 0.00% | 0.0% |
Q1 2022 | $2,125,000 | +2.8% | 30,966 | +4.2% | 0.00% | 0.0% |
Q4 2021 | $2,068,000 | +10.1% | 29,720 | +0.6% | 0.00% | 0.0% |
Q3 2021 | $1,879,000 | +1.7% | 29,540 | +3.2% | 0.00% | 0.0% |
Q2 2021 | $1,847,000 | +11.7% | 28,624 | +112.6% | 0.00% | 0.0% |
Q1 2021 | $1,654,000 | -11.0% | 13,463 | -18.6% | 0.00% | -20.0% |
Q4 2020 | $1,858,000 | +41.4% | 16,547 | +24.4% | 0.01% | +25.0% |
Q3 2020 | $1,314,000 | +7.0% | 13,297 | +4.9% | 0.00% | 0.0% |
Q2 2020 | $1,228,000 | +5.2% | 12,679 | -5.8% | 0.00% | -20.0% |
Q1 2020 | $1,167,000 | – | 13,462 | – | 0.01% | – |
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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% |