ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 107 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,430 | +4.4% | 3,218 | +7.3% | 0.00% | 0.0% |
| Q2 2023 | $199,560 | +4.1% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $191,700 | +1.1% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $189,690 | +12.2% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $169,000 | -6.6% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $181,000 | -12.1% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $206,000 | -1.4% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $209,000 | +9.4% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $191,000 | -1.5% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $194,000 | -99.9% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $368,520,000 | +252311.0% | 3,000 | +130.8% | 0.00% | 0.0% |
| Q4 2020 | $146,000 | +13.2% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $129,000 | +2.4% | 1,300 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $126,000 | +12.5% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $112,000 | -26.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $152,000 | – | 1,300 | – | 0.00% | – |
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% |