ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 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 | $461 | -3.8% | 7,614 | +1.3% | 0.20% | +1.6% |
Q2 2023 | $479 | +3.9% | 7,518 | +1.0% | 0.19% | -0.5% |
Q1 2023 | $461 | +1.5% | 7,444 | +1.8% | 0.19% | -4.5% |
Q4 2022 | $454 | -99.9% | 7,315 | -1.4% | 0.20% | +4.1% |
Q3 2022 | $415,000 | -10.6% | 7,417 | +2.2% | 0.19% | +3.2% |
Q2 2022 | $464,000 | -2.5% | 7,259 | +5.1% | 0.19% | +8.0% |
Q1 2022 | $476,000 | – | 6,906 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 216,061 | $13,370 | 3.60% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,078 | $5,697,787 | 1.98% |
FLAGSTAR ADVISORS INC | 74,730 | $4,624,303 | 1.68% |
Black Diamond Financial, LLC | 64,987 | $4,021,403 | 1.32% |
PCA Investment Advisory Services Inc. | 24,279 | $1,502,397 | 1.06% |
Bedel Financial Consulting, Inc. | 54,290 | $3,359,444 | 0.82% |
Marietta Wealth Management, LLC | 51,877 | $3,210,149 | 0.68% |
Rodgers & Associates, LTD | 67,178 | $4,156,977 | 0.64% |
Orgel Wealth Management, LLC | 283,668 | $17,553,376 | 0.63% |
Courage Miller Partners, LLC | 23,074 | $1,427,819 | 0.60% |