ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,836 | -2.6% | 6,636 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $441,449 | +4.6% | 6,636 | +0.5% | 0.11% | -0.9% |
| Q1 2023 | $422,151 | +1.6% | 6,606 | +0.6% | 0.11% | -3.6% |
| Q4 2022 | $415,361 | +12.6% | 6,569 | +0.6% | 0.11% | +2.8% |
| Q3 2022 | $369,000 | -5.6% | 6,528 | +0.8% | 0.11% | -0.9% |
| Q2 2022 | $391,000 | -11.7% | 6,477 | +0.4% | 0.11% | 0.0% |
| Q1 2022 | $443,000 | -0.7% | 6,449 | +0.5% | 0.11% | +5.8% |
| Q4 2021 | $446,000 | +9.6% | 6,420 | +0.6% | 0.10% | +1.0% |
| Q3 2021 | $407,000 | -0.7% | 6,382 | +0.6% | 0.10% | -3.8% |
| Q2 2021 | $410,000 | +5.7% | 6,345 | +100.7% | 0.11% | -0.9% |
| Q1 2021 | $388,000 | +9.9% | 3,161 | +0.6% | 0.11% | 0.0% |
| Q4 2020 | $353,000 | +14.6% | 3,143 | +0.7% | 0.11% | -0.9% |
| Q3 2020 | $308,000 | +3.0% | 3,120 | +0.8% | 0.11% | -18.2% |
| Q2 2020 | $299,000 | -15.5% | 3,096 | -24.3% | 0.13% | -25.4% |
| Q1 2020 | $354,000 | -26.1% | 4,088 | 0.0% | 0.18% | -7.3% |
| Q4 2019 | $479,000 | – | 4,088 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 144,671 | $14,621,000 | 7.18% |
| SPC Financial, Inc. | 97,755 | $9,938,000 | 2.17% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 15,156 | $1,540,000 | 1.38% |
| Courage Miller Partners, LLC | 13,696 | $1,392,000 | 0.83% |
| Brand Asset Management Group, Inc. | 7,353 | $748,000 | 0.57% |
| Cypress Wealth Services, LLC | 11,541 | $1,173,000 | 0.45% |
| IFG Advisory, LLC | 10,660 | $1,655,000 | 0.34% |
| Ullmann Wealth Partners Group, LLC | 3,472 | $352,000 | 0.24% |
| AXA S.A. | 441,936 | $44,929,000 | 0.17% |
| Summit Asset Management, LLC | 3,157 | $321,000 | 0.15% |