ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,959 | +374.0% | 24,457 | +331.4% | 0.67% | +203.6% |
| Q2 2022 | $200,000 | -66.2% | 5,669 | -57.7% | 0.22% | -67.4% |
| Q1 2022 | $592,000 | -5.6% | 13,391 | +6.1% | 0.68% | -5.3% |
| Q4 2021 | $627,000 | +7.0% | 12,622 | +6.1% | 0.72% | +42.7% |
| Q3 2021 | $586,000 | -6.2% | 11,891 | -1.5% | 0.50% | -6.7% |
| Q2 2021 | $625,000 | -28.2% | 12,068 | +316.1% | 0.54% | -30.5% |
| Q1 2021 | $871,000 | -0.9% | 2,900 | +0.1% | 0.78% | -6.4% |
| Q4 2020 | $879,000 | +8.4% | 2,898 | -15.1% | 0.83% | +9.2% |
| Q3 2020 | $811,000 | +2.8% | 3,414 | -2.8% | 0.76% | -4.4% |
| Q2 2020 | $789,000 | +58.4% | 3,513 | +17.3% | 0.79% | +61.1% |
| Q1 2020 | $498,000 | – | 2,996 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |