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 | $58,441 | +4.8% | 1,508 | +12.0% | 0.01% | 0.0% |
| Q2 2023 | $55,748 | +20.2% | 1,346 | +13.1% | 0.01% | -7.7% |
| Q1 2023 | $46,380 | +30.9% | 1,190 | +21.1% | 0.01% | +18.2% |
| Q4 2022 | $35,427 | +61.0% | 983 | +60.6% | 0.01% | +83.3% |
| Q2 2022 | $22,000 | +29.4% | 612 | +59.0% | 0.01% | +50.0% |
| Q1 2022 | $17,000 | -60.5% | 385 | -55.3% | 0.00% | -63.6% |
| Q4 2021 | $43,000 | +2.4% | 861 | +1.7% | 0.01% | -35.3% |
| Q3 2021 | $42,000 | -2.3% | 847 | +1.3% | 0.02% | +41.7% |
| Q2 2021 | $43,000 | +7.5% | 836 | +528.6% | 0.01% | -7.7% |
| Q1 2021 | $40,000 | +207.7% | 133 | +209.3% | 0.01% | +30.0% |
| Q4 2020 | $13,000 | – | 43 | – | 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% |