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 | $469 | -6.4% | 12,093 | 0.0% | 0.09% | -4.4% |
| Q2 2023 | $501 | +7.5% | 12,093 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $466 | +5.2% | 12,093 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $443 | -99.9% | 12,093 | 0.0% | 0.09% | -13.2% |
| Q3 2022 | $427,000 | -2.3% | 12,093 | 0.0% | 0.11% | -5.4% |
| Q2 2022 | $437,000 | -15.1% | 12,093 | 0.0% | 0.11% | +17.9% |
| Q1 2022 | $515,000 | -14.0% | 12,093 | 0.0% | 0.10% | -13.6% |
| Q4 2021 | $599,000 | -0.8% | 12,093 | 0.0% | 0.11% | -12.7% |
| Q3 2021 | $604,000 | -3.7% | 12,093 | 0.0% | 0.13% | -7.4% |
| Q2 2021 | $627,000 | +3.5% | 12,093 | +499.9% | 0.14% | -5.6% |
| Q1 2021 | $606,000 | -1.0% | 2,016 | 0.0% | 0.14% | -7.7% |
| Q4 2020 | $612,000 | +20.0% | 2,016 | 0.0% | 0.16% | +5.4% |
| Q3 2020 | $510,000 | +14.6% | 2,016 | 0.0% | 0.15% | +5.0% |
| Q2 2020 | $445,000 | – | 2,016 | – | 0.14% | – |
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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% |