ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,474 | -5.6% | 1,297 | 0.0% | 0.06% | +3.2% |
| Q2 2023 | $82,091 | +4.4% | 1,297 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $78,654 | +3.4% | 1,297 | 0.0% | 0.06% | +7.0% |
| Q4 2022 | $76,099 | +8.7% | 1,297 | 0.0% | 0.06% | -5.0% |
| Q3 2022 | $70,000 | -4.1% | 1,297 | 0.0% | 0.06% | +1.7% |
| Q2 2022 | $73,000 | -16.1% | 1,297 | 0.0% | 0.06% | +1.7% |
| Q1 2022 | $87,000 | -5.4% | 1,297 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $92,000 | +7.0% | 1,297 | 0.0% | 0.06% | -7.9% |
| Q3 2021 | $86,000 | -1.1% | 1,297 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $87,000 | +6.1% | 1,297 | +300.3% | 0.06% | -1.5% |
| Q1 2021 | $82,000 | +7.9% | 324 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $76,000 | -32.1% | 324 | -41.9% | 0.06% | -35.6% |
| Q3 2020 | $112,000 | +8.7% | 558 | 0.0% | 0.10% | -10.6% |
| Q2 2020 | $103,000 | +21.2% | 558 | 0.0% | 0.11% | +9.7% |
| Q1 2020 | $85,000 | -26.7% | 558 | +0.2% | 0.10% | -16.9% |
| Q4 2019 | $116,000 | – | 557 | – | 0.12% | – |
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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% |