ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,258,985 | -6.7% | 37,820 | -1.2% | 1.16% | +0.3% |
| Q2 2023 | $2,421,788 | +3.7% | 38,265 | -0.6% | 1.16% | -1.9% |
| Q1 2023 | $2,334,709 | +3.7% | 38,501 | +0.3% | 1.18% | +3.5% |
| Q4 2022 | $2,251,173 | +8.3% | 38,370 | -0.5% | 1.14% | -1.3% |
| Q3 2022 | $2,078,000 | -3.9% | 38,576 | +0.5% | 1.15% | +4.6% |
| Q2 2022 | $2,162,000 | -18.0% | 38,370 | -2.0% | 1.10% | -5.3% |
| Q1 2022 | $2,636,000 | -13.3% | 39,173 | -8.4% | 1.16% | -15.0% |
| Q4 2021 | $3,039,000 | +6.0% | 42,748 | -0.8% | 1.37% | -1.1% |
| Q3 2021 | $2,867,000 | -3.6% | 43,090 | -2.8% | 1.38% | -4.2% |
| Q2 2021 | $2,973,000 | +7.1% | 44,342 | +301.4% | 1.44% | +2.3% |
| Q1 2021 | $2,777,000 | +4.9% | 11,046 | -2.3% | 1.41% | -5.1% |
| Q4 2020 | $2,648,000 | +16.5% | 11,309 | -0.3% | 1.49% | +4.7% |
| Q3 2020 | $2,272,000 | +7.0% | 11,341 | -1.5% | 1.42% | +4.9% |
| Q2 2020 | $2,124,000 | +11.0% | 11,516 | -7.9% | 1.36% | -4.1% |
| Q1 2020 | $1,914,000 | -32.7% | 12,499 | -7.8% | 1.41% | -22.0% |
| Q4 2019 | $2,842,000 | +4.5% | 13,563 | -1.3% | 1.81% | +0.5% |
| Q3 2019 | $2,719,000 | +1.3% | 13,746 | -0.7% | 1.80% | +2.2% |
| Q2 2019 | $2,685,000 | +3.2% | 13,843 | 0.0% | 1.76% | -0.2% |
| Q1 2019 | $2,603,000 | +16.2% | 13,843 | -0.1% | 1.77% | -0.6% |
| Q4 2018 | $2,240,000 | -11.7% | 13,855 | +3.5% | 1.78% | -4.6% |
| Q3 2018 | $2,536,000 | -0.9% | 13,384 | -4.0% | 1.86% | -4.8% |
| Q2 2018 | $2,560,000 | – | 13,943 | – | 1.96% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |