ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,689 | -35.2% | 937 | -33.4% | 0.04% | -33.3% |
| Q2 2023 | $93,593 | +6.1% | 1,407 | +2.0% | 0.06% | +1.8% |
| Q1 2023 | $88,182 | +1.1% | 1,380 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $87,257 | +5.1% | 1,380 | -6.6% | 0.06% | -3.4% |
| Q3 2022 | $83,000 | -4.6% | 1,478 | +2.4% | 0.06% | 0.0% |
| Q2 2022 | $87,000 | -12.1% | 1,444 | 0.0% | 0.06% | -1.7% |
| Q1 2022 | $99,000 | -2.0% | 1,444 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $101,000 | +7.4% | 1,444 | -2.7% | 0.06% | -1.6% |
| Q3 2021 | $94,000 | -7.8% | 1,484 | -6.4% | 0.06% | -6.2% |
| Q2 2021 | $102,000 | +18.6% | 1,586 | +126.6% | 0.06% | +10.2% |
| Q1 2021 | $86,000 | +11.7% | 700 | +1.7% | 0.06% | +3.5% |
| Q4 2020 | $77,000 | – | 688 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |