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 | $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 | 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% |