ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,768 | -6.4% | 510 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $21,119 | +6.2% | 510 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $19,881 | +8.2% | 510 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18,380 | -99.9% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $17,677,000 | -1.9% | 510 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,013,000 | -16.4% | 510 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $21,558,000 | -14.8% | 510 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $25,316,000 | +0.8% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $25,112,000 | -1.7% | 510 | +500.0% | 0.01% | -18.2% |
| Q1 2021 | $25,537,000 | -1.0% | 85 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $25,798,000 | +22.0% | 85 | -4.5% | 0.01% | +9.1% |
| Q3 2020 | $21,144,000 | +7.5% | 89 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,669,000 | +131026.7% | 89 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $15,000 | -34.8% | 89 | -17.6% | 0.01% | -16.7% |
| Q4 2019 | $23,000 | – | 108 | – | 0.01% | – |
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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% |