ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,279,851 | -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 ↓ |
|---|---|---|---|
| Courage Miller Partners, LLC | 19,636 | $2,334,000 | 1.61% |
| FIRST AMERICAN TRUST, FSB | 23,828 | $2,832,000 | 1.04% |
| GHP Investment Advisors, Inc. | 27,826 | $3,307,000 | 0.80% |
| M Holdings Securities, Inc. | 7,750 | $921,000 | 0.62% |
| Summit Asset Management, LLC | 2,555 | $304,000 | 0.21% |
| Plante Moran Financial Advisors, LLC | 1,100 | $131,000 | 0.10% |
| Ausdal Financial Partners, Inc. | 1,570 | $187,000 | 0.10% |
| Virtu Financial LLC | 3,407 | $403,000 | 0.06% |
| ATHERTON LANE ADVISERS, LLC | 6,485 | $771,000 | 0.04% |
| US FINANCIAL ADVISORS, LLC | 382 | $45,000 | 0.04% |