ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 71,637 | $4,142,000 | 5.35% |
| PACIFIC FINANCIAL GROUP INC | 110,076 | $6,203,000 | 4.60% |
| Benchmark Wealth Management, LLC | 95,244 | $5,367,000 | 3.95% |
| OmniStar Financial Group, Inc. | 38,823 | $2,187,000 | 2.42% |
| Matrix Trust Co | 150,133 | $8,460,000 | 2.34% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 98,504 | $5,551,000 | 2.28% |
| Sunburst Financial Group, LLC | 46,508 | $2,621,000 | 1.26% |
| Brand Asset Management Group, Inc. | 38,370 | $2,162,000 | 1.10% |
| Empirical Asset Management, LLC | 17,552 | $989,000 | 1.04% |
| Pitti Group Wealth Management, LLC | 12,660 | $713,000 | 0.97% |