ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 146 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,382 | -1.4% | 8,662 | +4.5% | 0.33% | +1.6% |
| Q2 2023 | $524,610 | +4.3% | 8,289 | -0.1% | 0.32% | +1.3% |
| Q1 2023 | $503,130 | +0.8% | 8,297 | -2.5% | 0.32% | -1.9% |
| Q4 2022 | $499,164 | +10.9% | 8,508 | +2.0% | 0.32% | +0.6% |
| Q3 2022 | $450,000 | +4.2% | 8,343 | +8.9% | 0.32% | +9.2% |
| Q2 2022 | $432,000 | -11.3% | 7,660 | +5.9% | 0.29% | 0.0% |
| Q1 2022 | $487,000 | -6.5% | 7,235 | -1.4% | 0.29% | -4.5% |
| Q4 2021 | $521,000 | +3.6% | 7,335 | -3.0% | 0.31% | -4.9% |
| Q3 2021 | $503,000 | -0.8% | 7,559 | 0.0% | 0.32% | -0.3% |
| Q2 2021 | $507,000 | +6.7% | 7,559 | +299.9% | 0.32% | 0.0% |
| Q1 2021 | $475,000 | +12.6% | 1,890 | +4.9% | 0.32% | +4.5% |
| Q4 2020 | $422,000 | – | 1,801 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |