ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 65 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $221,853 | +12.4% | 4,118 | +17.3% | 0.00% | 0.0% |
| Q1 2024 | $197,415 | +222.5% | 3,512 | +207.5% | 0.00% | +100.0% |
| Q4 2023 | $61,218 | +13.9% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $53,768 | -5.3% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $56,781 | +5.1% | 1,142 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $54,036 | +3.9% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $51,985 | +6.1% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $49,000 | +157.9% | 1,140 | +159.1% | 0.00% | – |
| Q2 2022 | $19,000 | -20.8% | 440 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | -4.0% | 440 | 0.0% | 0.00% | – |
| Q4 2021 | $25,000 | 0.0% | 440 | 0.0% | 0.00% | – |
| Q3 2021 | $25,000 | – | 440 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 32,492 | $1,388,000 | 0.77% |
| Richwood Investment Advisors, LLC | 13,677 | $584,000 | 0.64% |
| Surevest, LLC | 25,216 | $1,077,000 | 0.29% |
| Sanford Advisory Services, LLC | 23,308 | $996,000 | 0.28% |
| Aveo Capital Partners, LLC | 19,714 | $842,000 | 0.14% |
| FLAGSTAR ADVISORS INC | 8,851 | $377,981,000 | 0.14% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21,919 | $936,000 | 0.14% |
| Gladstone Institutional Advisory LLC | 40,032 | $1,709 | 0.13% |
| AVANTAX ADVISORY SERVICES, INC. | 175,522 | $7,495,000 | 0.12% |
| CHOREO, LLC | 23,812 | $1,017,000 | 0.06% |