ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |