ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 140 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $756,960 | +9.9% | 11,532 | 0.0% | 0.04% | -14.3% |
| Q3 2023 | $688,806 | -5.6% | 11,532 | 0.0% | 0.05% | -5.8% |
| Q2 2023 | $729,860 | +7.9% | 11,532 | 0.0% | 0.05% | -16.1% |
| Q4 2022 | $676,582 | +9.0% | 11,532 | 0.0% | 0.06% | -13.9% |
| Q3 2022 | $621,000 | -4.5% | 11,532 | 0.0% | 0.07% | -7.7% |
| Q2 2022 | $650,000 | -16.2% | 11,532 | 0.0% | 0.08% | -28.4% |
| Q1 2022 | $776,000 | -5.4% | 11,532 | 0.0% | 0.11% | +3.8% |
| Q4 2021 | $820,000 | -46.8% | 11,532 | -50.0% | 0.10% | -17.3% |
| Q3 2021 | $1,542,000 | -0.3% | 23,064 | 0.0% | 0.13% | -14.8% |
| Q2 2021 | $1,546,000 | +113.2% | 23,064 | +700.0% | 0.15% | -34.9% |
| Q1 2021 | $725,000 | +7.4% | 2,883 | 0.0% | 0.23% | -3.4% |
| Q4 2020 | $675,000 | +16.8% | 2,883 | 0.0% | 0.24% | +2.2% |
| Q3 2020 | $578,000 | +8.6% | 2,883 | 0.0% | 0.23% | -6.5% |
| Q2 2020 | $532,000 | – | 2,883 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
| PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
| Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
| Matrix Trust Co | 148,922 | $8,737 | 2.21% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
| OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
| Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
| Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
| Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
| Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |