ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 108 filers reported holding ISHARES TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 74,318 | $2,625,000 | 2.23% |
| F3Logic, LLC | 292,941 | $10,347,000 | 1.80% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Matrix Trust Co | 143,099 | $5,054,000 | 1.40% |
| Opes Wealth Management LLC | 69,765 | $2,464,000 | 0.99% |
| Integrity Financial Corp /WA | 28,855 | $1,019,000 | 0.97% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 85,155 | $3,008,000 | 0.49% |
| Aspire Wealth Management Corp | 14,304 | $505,000 | 0.46% |
| Black Diamond Financial, LLC | 29,995 | $1,075,000 | 0.42% |
| Courage Miller Partners, LLC | 20,325 | $718,000 | 0.34% |