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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $227,000 | +9.7% | 3,256 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $207,000 | -1.4% | 3,256 | 0.0% | 0.06% | +8.8% |
| Q2 2021 | $210,000 | -41.5% | 3,256 | +11.3% | 0.06% | -24.0% |
| Q1 2021 | $359,000 | +9.5% | 2,926 | 0.0% | 0.08% | +2.7% |
| Q4 2020 | $328,000 | +13.5% | 2,926 | 0.0% | 0.07% | -1.4% |
| Q3 2020 | $289,000 | -29.5% | 2,926 | -30.9% | 0.07% | -24.5% |
| Q2 2020 | $410,000 | -38.3% | 4,236 | -44.8% | 0.10% | -49.7% |
| Q1 2020 | $664,000 | -19.8% | 7,668 | +8.5% | 0.20% | -6.7% |
| Q4 2019 | $828,000 | +2.9% | 7,068 | -3.0% | 0.21% | -5.4% |
| Q3 2019 | $805,000 | -13.8% | 7,289 | -15.7% | 0.22% | -17.8% |
| Q2 2019 | $934,000 | +20.8% | 8,650 | +17.9% | 0.27% | +9.8% |
| Q1 2019 | $773,000 | +14.0% | 7,335 | +4.1% | 0.24% | -8.9% |
| Q4 2018 | $678,000 | -48.9% | 7,043 | -42.9% | 0.27% | -43.2% |
| Q3 2018 | $1,326,000 | +13.0% | 12,345 | +7.0% | 0.47% | +6.3% |
| Q2 2018 | $1,173,000 | +18.2% | 11,541 | +18.2% | 0.45% | +5.4% |
| Q1 2018 | $992,000 | +19.7% | 9,768 | +24.4% | 0.42% | +23.0% |
| Q4 2017 | $829,000 | – | 7,849 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |