ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 154 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $249,535 | -3.8% | 3,560 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $259,275 | +8.5% | 3,560 | 0.0% | 0.01% | -6.7% |
| Q4 2023 | $238,983 | +11.8% | 3,560 | 0.0% | 0.02% | +7.1% |
| Q3 2023 | $213,703 | -5.2% | 3,560 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $225,312 | +4.4% | 3,560 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $215,878 | +3.4% | 3,560 | 0.0% | 0.02% | -15.0% |
| Q4 2022 | $208,865 | +4.4% | 3,560 | 0.0% | 0.02% | +5.3% |
| Q2 2022 | $200,000 | -16.3% | 3,560 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $239,000 | -5.5% | 3,560 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $253,000 | +7.2% | 3,560 | 0.0% | 0.02% | -22.2% |
| Q3 2021 | $236,000 | -0.8% | 3,560 | 0.0% | 0.03% | -6.9% |
| Q2 2021 | $238,000 | +6.7% | 3,560 | +300.0% | 0.03% | -19.4% |
| Q1 2021 | $223,000 | +7.2% | 890 | 0.0% | 0.04% | -16.3% |
| Q4 2020 | $208,000 | +2.0% | 890 | -9.0% | 0.04% | -58.3% |
| Q4 2019 | $204,000 | -57.1% | 978 | -59.3% | 0.10% | -57.1% |
| Q3 2019 | $475,000 | +1.9% | 2,403 | 0.0% | 0.24% | -47.0% |
| Q2 2019 | $466,000 | +3.1% | 2,403 | 0.0% | 0.45% | +17.4% |
| Q1 2019 | $452,000 | +4.6% | 2,403 | -10.1% | 0.39% | -10.6% |
| Q4 2018 | $432,000 | – | 2,673 | – | 0.43% | – |
Download | ||||||
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% |