ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,195,451 | -3.0% | 82,442 | +3.6% | 0.98% | +0.9% |
| Q2 2023 | $3,293,871 | +16.7% | 79,543 | +9.8% | 0.98% | +5.2% |
| Q1 2023 | $2,823,527 | +22.8% | 72,431 | +13.6% | 0.93% | +11.6% |
| Q4 2022 | $2,298,523 | +26.4% | 63,777 | +23.1% | 0.83% | +13.4% |
| Q3 2022 | $1,819,000 | +69.2% | 51,829 | +72.8% | 0.73% | +73.3% |
| Q2 2022 | $1,075,000 | +25.7% | 29,995 | +55.1% | 0.42% | +56.7% |
| Q1 2022 | $855,000 | +57.7% | 19,337 | +77.1% | 0.27% | +47.5% |
| Q4 2021 | $542,000 | – | 10,918 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 40,078 | $6,662,000 | 9.46% |
| Provident Wealth Management, LLC | 17,812 | $2,961,000 | 3.62% |
| Matrix Trust Co | 24,208 | $4,024,000 | 1.09% |
| Courage Miller Partners, LLC | 5,361 | $891,000 | 0.55% |
| TAP Consulting, LLC | 4,700 | $781,000 | 0.53% |
| BEAM WEALTH ADVISORS, INC. | 2,996 | $498,000 | 0.49% |
| Towerpoint Wealth, LLC | 1,924 | $320,000 | 0.25% |
| Private Wealth Strategies, L.L.C. | 2,741 | $455,000 | 0.23% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,645 | $1,604,000 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 17,127 | $2,849,000 | 0.08% |