ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 100 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,354 | -2.6% | 3,680 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $244,794 | +4.1% | 3,680 | 0.0% | 0.10% | +4.3% |
| Q1 2023 | $235,152 | +1.1% | 3,680 | 0.0% | 0.09% | -3.1% |
| Q4 2022 | $232,686 | +4.8% | 3,680 | 0.0% | 0.10% | +2.1% |
| Q3 2022 | $222,000 | 0.0% | 3,680 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $222,000 | -11.9% | 3,680 | 0.0% | 0.10% | +1.1% |
| Q1 2022 | $252,000 | -1.6% | 3,680 | 0.0% | 0.09% | -2.1% |
| Q4 2021 | $256,000 | +9.4% | 3,680 | 0.0% | 0.10% | +10.3% |
| Q3 2021 | $234,000 | -1.7% | 3,680 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $238,000 | +5.3% | 3,680 | +100.0% | 0.09% | -5.4% |
| Q1 2021 | $226,000 | +9.2% | 1,840 | 0.0% | 0.09% | +1.1% |
| Q4 2020 | $207,000 | -4.2% | 1,840 | 0.0% | 0.09% | -35.0% |
| Q4 2019 | $216,000 | +6.4% | 1,840 | 0.0% | 0.14% | -4.1% |
| Q3 2019 | $203,000 | +4.6% | 1,840 | 0.0% | 0.15% | +18.7% |
| Q1 2019 | $194,000 | +9.6% | 1,840 | 0.0% | 0.12% | -8.9% |
| Q4 2018 | $177,000 | – | 1,840 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |