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 | $4,177,516 | -1.3% | 69,940 | +4.6% | 1.47% | -0.1% |
| Q2 2023 | $4,231,000 | +6.2% | 66,851 | +1.7% | 1.48% | +0.5% |
| Q1 2023 | $3,984,291 | +9.0% | 65,704 | +5.4% | 1.47% | +0.9% |
| Q4 2022 | $3,656,960 | +23.3% | 62,331 | +13.2% | 1.46% | +1.3% |
| Q3 2022 | $2,967,000 | +13.2% | 55,074 | +18.4% | 1.44% | +14.3% |
| Q2 2022 | $2,621,000 | +204.1% | 46,508 | +263.3% | 1.26% | +195.8% |
| Q1 2022 | $862,000 | – | 12,802 | – | 0.42% | – |
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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% |