ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431 | -52.3% | 11,109 | -49.1% | 0.03% | +34.8% |
| Q2 2023 | $904 | +131.2% | 21,832 | +117.7% | 0.02% | +21.1% |
| Q1 2023 | $391 | +18.1% | 10,027 | +9.3% | 0.02% | +5.6% |
| Q4 2022 | $331 | -99.9% | 9,172 | -2.7% | 0.02% | -10.0% |
| Q3 2022 | $327,000 | +61.1% | 9,422 | +1306.3% | 0.02% | +17.6% |
| Q4 2020 | $203,000 | – | 670 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |