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 | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |