ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,244,196 | -6.4% | 32,100 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $1,329,261 | +6.2% | 32,100 | 0.0% | 0.03% | -6.9% |
| Q1 2023 | $1,251,332 | +8.2% | 32,100 | 0.0% | 0.03% | -9.4% |
| Q4 2022 | $1,156,884 | +3.9% | 32,100 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $1,113,000 | -1.9% | 32,100 | 0.0% | 0.03% | -8.8% |
| Q2 2022 | $1,134,000 | -20.0% | 32,100 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $1,418,000 | -11.0% | 32,100 | 0.0% | 0.03% | -8.1% |
| Q4 2021 | $1,593,000 | +0.8% | 32,100 | 0.0% | 0.04% | -11.9% |
| Q3 2021 | $1,581,000 | -4.9% | 32,100 | 0.0% | 0.04% | -14.3% |
| Q2 2021 | $1,663,000 | – | 32,100 | – | 0.05% | – |
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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% |