ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 103 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,279,851 | -7.3% | 21,123 | -2.5% | 0.42% | -1.6% |
| Q2 2023 | $1,380,141 | +24.0% | 21,666 | +20.5% | 0.42% | +26.5% |
| Q1 2023 | $1,112,712 | +10.4% | 17,982 | +14.7% | 0.34% | +34.4% |
| Q4 2022 | $1,007,844 | +26.3% | 15,684 | +13.0% | 0.25% | +15.7% |
| Q3 2022 | $798,000 | +2.8% | 13,885 | +6.2% | 0.22% | +6.9% |
| Q2 2022 | $776,000 | -3.1% | 13,072 | +5.6% | 0.20% | -3.3% |
| Q1 2022 | $801,000 | – | 12,381 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 216,061 | $13,370 | 3.60% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,078 | $5,697,787 | 1.98% |
| FLAGSTAR ADVISORS INC | 74,730 | $4,624,303 | 1.68% |
| Black Diamond Financial, LLC | 64,987 | $4,021,403 | 1.32% |
| PCA Investment Advisory Services Inc. | 24,279 | $1,502,397 | 1.06% |
| Bedel Financial Consulting, Inc. | 54,290 | $3,359,444 | 0.82% |
| Marietta Wealth Management, LLC | 51,877 | $3,210,149 | 0.68% |
| Rodgers & Associates, LTD | 67,178 | $4,156,977 | 0.64% |
| Orgel Wealth Management, LLC | 283,668 | $17,553,376 | 0.63% |
| Courage Miller Partners, LLC | 23,074 | $1,427,819 | 0.60% |