ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 139 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,168,199 | -5.6% | 19,558 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $1,237,826 | +0.1% | 19,558 | -4.1% | 0.06% | -21.1% |
| Q1 2023 | $1,236,328 | +3.4% | 20,388 | 0.0% | 0.08% | -10.6% |
| Q4 2022 | $1,196,164 | +8.8% | 20,388 | 0.0% | 0.08% | -6.6% |
| Q3 2022 | $1,099,000 | -8.0% | 20,388 | -3.8% | 0.09% | -8.1% |
| Q2 2022 | $1,194,000 | -16.3% | 21,188 | 0.0% | 0.10% | -2.0% |
| Q1 2022 | $1,426,000 | -13.2% | 21,188 | -8.3% | 0.10% | -17.9% |
| Q4 2021 | $1,643,000 | – | 23,108 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 30,230 | $7,079,000 | 6.25% |
| Matrix Trust Co | 78,998 | $18,500,000 | 5.20% |
| Benchmark Wealth Management, LLC | 24,720 | $5,789,000 | 4.39% |
| Brand Asset Management Group, Inc. | 11,309 | $2,648,000 | 1.49% |
| Karp Capital Management Corp | 18,233 | $4,270,000 | 0.88% |
| Marshall Financial Group LLC | 4,108 | $962,000 | 0.63% |
| TRUEFG, LLC | 2,618 | $613,000 | 0.37% |
| TAP Consulting, LLC | 4,327 | $1,013,000 | 0.36% |
| S.A. Mason LLC | 1,841 | $431,000 | 0.36% |
| DB Wealth Management Group, LLC | 1,801 | $422,000 | 0.31% |