Matrix Trust Co - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Matrix Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,794
-3.6%
149,473
+3.0%
1.51%
-2.5%
Q2 2023$6,009
+7.1%
145,108
+0.8%
1.55%
+2.6%
Q1 2023$5,609
+10.5%
143,890
+2.2%
1.51%
+17.6%
Q4 2022$5,076
-99.9%
140,856
-0.4%
1.28%
-8.1%
Q3 2022$4,902,000
-3.0%
141,443
-1.2%
1.40%
+0.1%
Q2 2022$5,054,000
-22.1%
143,099
-2.6%
1.40%
-13.0%
Q1 2022$6,489,000
-12.9%
146,851
-2.1%
1.60%
-11.2%
Q4 2021$7,450,000
+0.6%
150,074
-0.2%
1.81%
-4.7%
Q3 2021$7,408,000
+11.4%
150,444
+17.2%
1.90%
+9.0%
Q2 2021$6,651,000
+0.5%
128,367
+482.6%
1.74%
-3.8%
Q1 2021$6,620,000
-2.2%
22,033
-1.3%
1.81%
-5.0%
Q4 2020$6,772,000
+25.3%
22,312
-1.9%
1.90%
+20.0%
Q3 2020$5,406,000
+7.9%
22,755
+0.4%
1.59%
+24.3%
Q2 2020$5,009,000
+24.5%
22,664
-6.4%
1.28%
+17.5%
Q1 2020$4,024,000
-23.1%
24,208
-1.9%
1.09%
-2.5%
Q4 2019$5,230,000
+9.5%
24,676
+0.6%
1.12%
+5.0%
Q3 2019$4,777,000
-4.9%
24,540
-0.5%
1.06%
-15.7%
Q2 2019$5,022,00024,6611.26%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders