ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,056 | +6398.6% | 3,536 | +7587.0% | 0.00% | – |
| Q2 2023 | $2,109 | -98.0% | 46 | -98.3% | 0.00% | – |
| Q1 2023 | $104,434 | -45.6% | 2,679 | -49.7% | 0.00% | -100.0% |
| Q4 2022 | $191,913 | +433.1% | 5,325 | +415.5% | 0.00% | – |
| Q3 2022 | $36,000 | -14.3% | 1,033 | +7.9% | 0.00% | – |
| Q1 2022 | $42,000 | -19.2% | 957 | -9.0% | 0.00% | – |
| Q4 2021 | $52,000 | +20.9% | 1,052 | +19.7% | 0.00% | -100.0% |
| Q3 2021 | $43,000 | -65.0% | 879 | -63.1% | 0.00% | 0.0% |
| Q2 2021 | $123,000 | +547.4% | 2,382 | +3621.9% | 0.00% | – |
| Q1 2021 | $19,000 | – | 64 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 40,078 | $6,662,000 | 9.46% |
| Provident Wealth Management, LLC | 17,812 | $2,961,000 | 3.62% |
| Matrix Trust Co | 24,208 | $4,024,000 | 1.09% |
| Courage Miller Partners, LLC | 5,361 | $891,000 | 0.55% |
| TAP Consulting, LLC | 4,700 | $781,000 | 0.53% |
| BEAM WEALTH ADVISORS, INC. | 2,996 | $498,000 | 0.49% |
| Towerpoint Wealth, LLC | 1,924 | $320,000 | 0.25% |
| Private Wealth Strategies, L.L.C. | 2,741 | $455,000 | 0.23% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,645 | $1,604,000 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 17,127 | $2,849,000 | 0.08% |