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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |