ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. 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 | 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% |