ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,246,367 | -1.9% | 32,156 | +4.8% | 0.19% | +2.7% |
| Q2 2023 | $1,270,293 | +29.6% | 30,676 | +22.0% | 0.18% | +20.4% |
| Q1 2023 | $980,288 | +6.8% | 25,147 | -1.3% | 0.15% | +0.7% |
| Q4 2022 | $918,191 | -1.2% | 25,477 | -5.0% | 0.15% | -8.5% |
| Q3 2022 | $929,000 | +18.6% | 26,810 | +21.0% | 0.16% | +23.1% |
| Q2 2022 | $783,000 | +20.6% | 22,158 | +50.9% | 0.13% | +35.4% |
| Q1 2022 | $649,000 | -24.3% | 14,685 | -14.9% | 0.10% | -23.3% |
| Q4 2021 | $857,000 | +0.6% | 17,256 | -0.2% | 0.13% | -7.2% |
| Q3 2021 | $852,000 | +0.6% | 17,293 | +5.8% | 0.14% | +2.2% |
| Q2 2021 | $847,000 | +27.8% | 16,339 | +640.7% | 0.14% | +20.4% |
| Q1 2021 | $663,000 | -4.6% | 2,206 | -3.6% | 0.11% | -11.0% |
| Q4 2020 | $695,000 | – | 2,289 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 74,337 | $2,577,000 | 2.30% |
| F3Logic, LLC | 251,080 | $8,700,000 | 1.82% |
| Matrix Trust Co | 141,443 | $4,902,000 | 1.40% |
| Integrity Financial Corp /WA | 28,443 | $986,000 | 1.03% |
| Opes Wealth Management LLC | 71,990 | $2,495,000 | 1.00% |
| Black Diamond Financial, LLC | 51,829 | $1,819,000 | 0.73% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 89,415 | $3,099,000 | 0.51% |
| Aspire Wealth Management Corp | 14,642 | $507,000 | 0.48% |
| Courage Miller Partners, LLC | 19,894 | $690,000 | 0.35% |
| Certified Advisory Corp | 43,006 | $1,491,000 | 0.34% |