ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |