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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $83 | -99.9% | 2,335 | +0.0% | 0.00% | – |
| Q3 2022 | $80,000 | +8.1% | 2,334 | +10.3% | 0.00% | – |
| Q2 2022 | $74,000 | -12.9% | 2,117 | +9.0% | 0.00% | – |
| Q1 2022 | $85,000 | -10.5% | 1,943 | +1.2% | 0.00% | – |
| Q4 2021 | $95,000 | +1.1% | 1,920 | 0.0% | 0.00% | – |
| Q3 2021 | $94,000 | -5.1% | 1,920 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $99,000 | +16.5% | 1,920 | +573.7% | 0.00% | 0.0% |
| Q1 2021 | $85,000 | – | 285 | – | 0.00% | – |
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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% |