ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q1 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |