ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 70 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,979,438 | -7.7% | 42,042 | -2.5% | 0.13% | -2.3% |
| Q2 2023 | $2,145,046 | +4.3% | 43,142 | -0.6% | 0.13% | -1.5% |
| Q1 2023 | $2,056,798 | +0.9% | 43,392 | -2.9% | 0.13% | -7.6% |
| Q4 2022 | $2,037,530 | +119123.5% | 44,682 | +11.6% | 0.14% | +7.5% |
| Q3 2022 | $1,709 | -7.1% | 40,032 | -3.7% | 0.13% | -7.6% |
| Q2 2022 | $1,839 | -16.7% | 41,567 | +0.8% | 0.14% | -2.7% |
| Q1 2022 | $2,208 | – | 41,242 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 36,218 | $1,939,000 | 0.86% |
| Richwood Investment Advisors, LLC | 15,577 | $834,000 | 0.74% |
| Sanford Advisory Services, LLC | 23,635 | $1,267,000 | 0.34% |
| Surevest, LLC | 22,776 | $1,219,000 | 0.29% |
| Aveo Capital Partners, LLC | 21,675 | $1,160,000 | 0.20% |
| FLAGSTAR ADVISORS INC | 10,120 | $541,000 | 0.17% |
| Gladstone Institutional Advisory LLC | 41,242 | $2,208 | 0.15% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,217 | $1,189,000 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 91,990 | $4,923,000 | 0.07% |
| CHOREO, LLC | 23,881 | $1,279,000 | 0.06% |