ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |