ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -5.3% | 472 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $19 | +5.6% | 472 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $18 | +12.5% | 471 | +0.2% | 0.02% | +6.7% |
| Q4 2022 | $16 | -99.9% | 470 | +0.2% | 0.02% | -6.2% |
| Q3 2022 | $16,000 | -20.0% | 469 | +0.4% | 0.02% | +14.3% |
| Q1 2022 | $20,000 | -16.7% | 467 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $24,000 | +9.1% | 467 | +0.4% | 0.02% | -5.9% |
| Q3 2021 | $22,000 | -8.3% | 465 | +0.2% | 0.02% | -10.5% |
| Q2 2021 | $24,000 | +4.3% | 464 | +502.6% | 0.02% | -9.5% |
| Q1 2021 | $23,000 | 0.0% | 77 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $23,000 | – | 77 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 40,078 | $6,662,000 | 9.46% |
| Provident Wealth Management, LLC | 17,812 | $2,961,000 | 3.62% |
| Matrix Trust Co | 24,208 | $4,024,000 | 1.09% |
| Courage Miller Partners, LLC | 5,361 | $891,000 | 0.55% |
| TAP Consulting, LLC | 4,700 | $781,000 | 0.53% |
| BEAM WEALTH ADVISORS, INC. | 2,996 | $498,000 | 0.49% |
| Towerpoint Wealth, LLC | 1,924 | $320,000 | 0.25% |
| Private Wealth Strategies, L.L.C. | 2,741 | $455,000 | 0.23% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,645 | $1,604,000 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 17,127 | $2,849,000 | 0.08% |