ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,445 | -2.5% | 15,092 | +3.3% | 0.19% | +6.9% |
| Q2 2023 | $924,287 | +7.0% | 14,604 | +2.5% | 0.17% | -0.6% |
| Q1 2023 | $863,877 | +11.5% | 14,246 | +7.9% | 0.18% | +68.3% |
| Q4 2022 | $774,796 | +23.0% | 13,206 | +12.9% | 0.10% | -32.0% |
| Q3 2022 | $630,000 | +202.9% | 11,695 | +216.3% | 0.15% | +264.3% |
| Q2 2022 | $208,000 | +395.2% | 3,698 | +487.0% | 0.04% | +500.0% |
| Q1 2022 | $42,000 | – | 630 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,335 | $20,272,000 | 5.30% |
| PACIFIC FINANCIAL GROUP INC | 108,564 | $7,279,000 | 5.03% |
| Benchmark Wealth Management, LLC | 88,676 | $5,946,000 | 4.08% |
| Brand Asset Management Group, Inc. | 44,342 | $2,973,000 | 1.44% |
| Karp Capital Management Corp | 70,283 | $4,713,000 | 0.70% |
| Marshall Financial Group LLC | 17,504 | $1,174,000 | 0.63% |
| S.A. Mason LLC | 12,633 | $847,000 | 0.58% |
| Ten Capital Wealth Advisors, LLC | 32,384 | $2,171,000 | 0.49% |
| DB Wealth Management Group, LLC | 7,559 | $507,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 229,092 | $15,358,000 | 0.28% |