ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,125,072 | -2.5% | 106,426 | +4.1% | 1.14% | -4.8% |
| Q2 2023 | $4,232,102 | +14.8% | 102,200 | +8.0% | 1.20% | +0.9% |
| Q1 2023 | $3,687,180 | +37.5% | 94,586 | +27.1% | 1.19% | +22.1% |
| Q4 2022 | $2,682,457 | +7.5% | 74,430 | +3.4% | 0.97% | -2.4% |
| Q3 2022 | $2,495,000 | +1.3% | 71,990 | +3.2% | 1.00% | +1.2% |
| Q2 2022 | $2,464,000 | -14.4% | 69,765 | +7.1% | 0.99% | +5.2% |
| Q1 2022 | $2,879,000 | – | 65,155 | – | 0.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 74,337 | $2,577,000 | 2.30% |
| F3Logic, LLC | 251,080 | $8,700,000 | 1.82% |
| Matrix Trust Co | 141,443 | $4,902,000 | 1.40% |
| Integrity Financial Corp /WA | 28,443 | $986,000 | 1.03% |
| Opes Wealth Management LLC | 71,990 | $2,495,000 | 1.00% |
| Black Diamond Financial, LLC | 51,829 | $1,819,000 | 0.73% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 89,415 | $3,099,000 | 0.51% |
| Aspire Wealth Management Corp | 14,642 | $507,000 | 0.48% |
| Courage Miller Partners, LLC | 19,894 | $690,000 | 0.35% |
| Certified Advisory Corp | 43,006 | $1,491,000 | 0.34% |