ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. 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 | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |