ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,726,316 | -7.5% | 28,902 | -2.0% | 0.62% | -2.2% |
| Q2 2023 | $1,866,422 | -3.6% | 29,490 | -7.6% | 0.64% | -8.5% |
| Q1 2023 | $1,936,235 | +3.8% | 31,930 | +0.5% | 0.70% | -4.0% |
| Q4 2022 | $1,864,885 | +21.4% | 31,786 | +11.5% | 0.72% | +11.6% |
| Q3 2022 | $1,536,000 | -4.1% | 28,512 | +0.3% | 0.65% | +1.4% |
| Q2 2022 | $1,602,000 | +5.7% | 28,435 | +26.2% | 0.64% | +3.2% |
| Q1 2022 | $1,516,000 | +22.9% | 22,531 | +29.8% | 0.62% | +36.3% |
| Q4 2021 | $1,234,000 | +2.2% | 17,361 | -4.3% | 0.46% | -27.2% |
| Q3 2021 | $1,208,000 | +2.9% | 18,150 | +3.7% | 0.62% | -1.4% |
| Q2 2021 | $1,174,000 | +11.9% | 17,504 | +319.7% | 0.63% | +1.1% |
| Q1 2021 | $1,049,000 | +9.0% | 4,171 | +1.5% | 0.63% | 0.0% |
| Q4 2020 | $962,000 | – | 4,108 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
| PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
| Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
| Matrix Trust Co | 148,922 | $8,737 | 2.21% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
| OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
| Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
| Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
| Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
| Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |