ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,912 | -6.4% | 13,285 | 0.0% | 0.13% | -3.0% |
| Q2 2023 | $550,117 | +6.4% | 13,285 | +0.2% | 0.13% | +0.8% |
| Q1 2023 | $517,144 | +8.3% | 13,265 | +0.2% | 0.13% | +3.1% |
| Q4 2022 | $477,322 | +4.2% | 13,244 | +0.3% | 0.13% | -5.2% |
| Q3 2022 | $458,000 | -1.5% | 13,210 | +0.3% | 0.13% | +3.9% |
| Q2 2022 | $465,000 | -20.1% | 13,175 | +0.1% | 0.13% | -10.4% |
| Q1 2022 | $582,000 | -11.0% | 13,158 | +0.1% | 0.14% | -4.6% |
| Q4 2021 | $654,000 | +1.1% | 13,149 | +0.2% | 0.15% | -6.8% |
| Q3 2021 | $647,000 | -4.7% | 13,121 | +0.2% | 0.16% | -7.4% |
| Q2 2021 | $679,000 | +3.5% | 13,098 | +500.8% | 0.18% | -3.8% |
| Q1 2021 | $656,000 | -0.9% | 2,180 | 0.0% | 0.18% | -9.0% |
| Q4 2020 | $662,000 | +27.6% | 2,180 | 0.0% | 0.20% | +9.9% |
| Q3 2020 | $519,000 | +7.7% | 2,180 | 0.0% | 0.18% | -14.6% |
| Q2 2020 | $482,000 | +5.9% | 2,180 | -20.5% | 0.21% | -6.2% |
| Q1 2020 | $455,000 | -21.7% | 2,741 | 0.0% | 0.23% | -2.2% |
| Q4 2019 | $581,000 | – | 2,741 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |