ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,579,000 | -49.5% | 23,030 | -48.8% | 0.41% | -42.0% |
| Q4 2021 | $3,129,000 | +10.6% | 44,964 | +1.1% | 0.71% | -6.1% |
| Q3 2021 | $2,830,000 | -5.2% | 44,462 | -3.8% | 0.76% | -9.3% |
| Q2 2021 | $2,984,000 | +48.5% | 46,227 | +182.7% | 0.84% | +34.5% |
| Q1 2021 | $2,009,000 | +7.6% | 16,354 | -1.7% | 0.62% | -7.4% |
| Q4 2020 | $1,867,000 | +12.1% | 16,630 | -1.3% | 0.67% | +2.7% |
| Q3 2020 | $1,666,000 | +3.0% | 16,855 | +0.8% | 0.66% | -17.7% |
| Q2 2020 | $1,617,000 | +9.9% | 16,715 | -1.6% | 0.80% | -19.6% |
| Q1 2020 | $1,471,000 | -26.1% | 16,987 | 0.0% | 0.99% | -10.7% |
| Q4 2019 | $1,991,000 | +7.3% | 16,987 | +1.1% | 1.11% | +1.3% |
| Q3 2019 | $1,856,000 | +5.9% | 16,800 | +1.0% | 1.10% | -17.4% |
| Q1 2019 | $1,753,000 | – | 16,635 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |