ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 66 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,818,778 | +39.5% | 38,616 | +47.3% | 0.00% | +50.0% |
| Q2 2023 | $1,304,122 | +35.3% | 26,214 | +28.9% | 0.00% | 0.0% |
| Q1 2023 | $963,835 | +5.3% | 20,332 | +1.5% | 0.00% | 0.0% |
| Q4 2022 | $915,000 | -68.0% | 20,028 | -70.1% | 0.00% | -71.4% |
| Q3 2022 | $2,861,000 | -8.2% | 66,996 | -4.8% | 0.01% | 0.0% |
| Q2 2022 | $3,115,000 | -16.1% | 70,377 | +1.4% | 0.01% | 0.0% |
| Q1 2022 | $3,714,000 | -7.9% | 69,381 | -1.6% | 0.01% | -12.5% |
| Q4 2021 | $4,033,000 | +9.1% | 70,474 | +7.0% | 0.01% | 0.0% |
| Q3 2021 | $3,696,000 | -9.7% | 65,868 | -5.7% | 0.01% | -11.1% |
| Q2 2021 | $4,095,000 | +6.3% | 69,820 | +309.0% | 0.01% | 0.0% |
| Q1 2021 | $3,852,000 | +23.0% | 17,069 | +7.6% | 0.01% | +12.5% |
| Q4 2020 | $3,131,000 | +27.2% | 15,865 | +1.1% | 0.01% | +14.3% |
| Q3 2020 | $2,461,000 | +2.8% | 15,687 | -0.7% | 0.01% | -12.5% |
| Q2 2020 | $2,393,000 | +15.9% | 15,798 | -4.1% | 0.01% | 0.0% |
| Q1 2020 | $2,064,000 | – | 16,476 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 32,164 | $1,514,356 | 0.78% |
| Richwood Investment Advisors, LLC | 13,442 | $632,882 | 0.64% |
| Goldstein Advisors, LLC | 41,210 | $1,940,258 | 0.40% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 5,934 | $279,406 | 0.24% |
| Gladstone Institutional Advisory LLC | 42,042 | $1,979,438 | 0.13% |
| Aveo Capital Partners, LLC | 19,643 | $924,844 | 0.12% |
| FLAGSTAR ADVISORS INC | 6,485 | $306,849 | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21,837 | $1,028,142 | 0.10% |
| AVANTAX ADVISORY SERVICES, INC. | 183,838 | $8,655,532 | 0.10% |
| Atria Wealth Solutions, Inc. | 63,312 | $2,981,474 | 0.04% |