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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 318,038 | $27,542,000 | 7.44% |
| SPC Financial, Inc. | 121,342 | $10,508,000 | 2.68% |
| VisionPoint Advisory Group, LLC | 39,044 | $3,381,000 | 1.58% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 16,644 | $1,441,000 | 1.49% |
| Equitable Holdings, Inc. | 412,536 | $35,726,000 | 1.28% |
| TAP Consulting, LLC | 16,987 | $1,471,000 | 0.99% |
| GenWealth Group, Inc. | 19,678 | $1,704,000 | 0.74% |
| Courage Miller Partners, LLC | 8,275 | $716,000 | 0.44% |
| Brand Asset Management Group, Inc. | 6,610 | $572,000 | 0.42% |
| Towerpoint Wealth, LLC | 5,590 | $484,000 | 0.38% |