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 | $613,367 | -5.4% | 10,269 | +0.2% | 0.26% | -5.0% |
| Q2 2023 | $648,343 | +4.1% | 10,244 | -0.3% | 0.28% | -0.7% |
| Q1 2023 | $622,773 | +2.8% | 10,270 | -0.5% | 0.28% | -2.8% |
| Q4 2022 | $605,533 | +8.5% | 10,321 | -0.4% | 0.29% | -2.4% |
| Q3 2022 | $558,000 | -9.0% | 10,363 | +295.8% | 0.30% | -19.3% |
| Q4 2020 | $613,000 | +15.9% | 2,618 | -0.9% | 0.37% | -0.3% |
| Q3 2020 | $529,000 | +8.6% | 2,641 | 0.0% | 0.37% | 0.0% |
| Q2 2020 | $487,000 | +20.5% | 2,641 | 0.0% | 0.37% | +0.8% |
| Q1 2020 | $404,000 | -26.8% | 2,641 | +0.2% | 0.36% | -12.7% |
| Q4 2019 | $552,000 | – | 2,636 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WESPAC Advisors, LLC | 13,263 | $2,048,000 | 2.31% |
| Threshold Group LLC | 6,837 | $1,056,000 | 1.02% |
| Greenwich Wealth Management LLC | 32,958 | $5,089,000 | 0.90% |
| WINTRUST INVESTMENTS LLC | 6,739 | $1,041,000 | 0.48% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 22,725 | $3,509,000 | 0.47% |
| Summit Asset Management, LLC | 4,658 | $719,000 | 0.44% |
| Geneos Wealth Management Inc. | 15,478 | $2,390,000 | 0.32% |
| Liberty Capital Management, Inc. | 2,550 | $389,000 | 0.25% |
| Ironwood Financial, llc | 1,926 | $297,000 | 0.21% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 84,813 | $13,098,000 | 0.20% |