ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,546,409 | -0.2% | 42,632 | +5.7% | 0.02% | -3.8% |
| Q2 2023 | $2,551,726 | +3.8% | 40,318 | -0.6% | 0.03% | -3.7% |
| Q1 2023 | $2,459,424 | -8.7% | 40,558 | -11.6% | 0.03% | +12.5% |
| Q4 2022 | $2,692,894 | -99.9% | 45,899 | -56.5% | 0.02% | -20.0% |
| Q3 2022 | $2,846,844,000 | +124761.6% | 105,574 | +161.0% | 0.03% | +30.4% |
| Q2 2022 | $2,280,000 | -24.6% | 40,457 | -10.0% | 0.02% | -28.1% |
| Q1 2022 | $3,025,000 | +15.2% | 44,954 | +21.7% | 0.03% | +18.5% |
| Q4 2021 | $2,626,000 | +12.1% | 36,949 | +4.9% | 0.03% | +17.4% |
| Q3 2021 | $2,343,000 | +5.5% | 35,210 | +6.3% | 0.02% | -8.0% |
| Q2 2021 | $2,221,000 | +11.7% | 33,129 | +319.0% | 0.02% | 0.0% |
| Q1 2021 | $1,988,000 | +8.3% | 7,906 | +0.4% | 0.02% | +19.0% |
| Q4 2020 | $1,836,000 | -99.9% | 7,875 | +5911.5% | 0.02% | -32.3% |
| Q3 2020 | $1,686,000,000 | – | 131 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |