ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,441 | -2.8% | 12,963 | +3.9% | 0.15% | -5.8% |
| Q2 2023 | $516,709 | +5.5% | 12,478 | -0.6% | 0.16% | -4.3% |
| Q1 2023 | $489,596 | +66.6% | 12,559 | +54.1% | 0.16% | +55.2% |
| Q4 2022 | $293,798 | +5.7% | 8,152 | +1.6% | 0.10% | -1.9% |
| Q3 2022 | $278,000 | +8.6% | 8,022 | +10.5% | 0.11% | +11.5% |
| Q2 2022 | $256,000 | +22.5% | 7,260 | +53.2% | 0.10% | +41.2% |
| Q1 2022 | $209,000 | -5.9% | 4,738 | +5.8% | 0.07% | -5.6% |
| Q4 2021 | $222,000 | – | 4,478 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 376,086 | $18,669,000 | 8.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 51,966 | $2,580,000 | 2.03% |
| Matrix Trust Co | 150,074 | $7,450,000 | 1.81% |
| Integrity Financial Corp /WA | 26,024 | $1,292,000 | 0.96% |
| BEAM WEALTH ADVISORS, INC. | 12,622 | $627,000 | 0.72% |
| Aspire Wealth Management Corp | 13,949 | $692,000 | 0.56% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 70,803 | $3,515,000 | 0.53% |
| Monterey Private Wealth, Inc. | 20,574 | $1,021,000 | 0.51% |
| Armbruster Capital Management, Inc. | 40,676 | $2,019,000 | 0.46% |
| Courage Miller Partners, LLC | 20,367 | $1,011,000 | 0.38% |