ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. 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 | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |