ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 162 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $681,526 | -9.8% | 9,723 | -6.3% | 0.25% | -11.2% |
| Q1 2024 | $755,830 | +8.2% | 10,378 | -0.3% | 0.28% | +0.4% |
| Q4 2023 | $698,689 | +13.9% | 10,408 | +1.4% | 0.28% | +4.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |