ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 106 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,832,756 | -25.8% | 40,113 | -31.9% | 2.52% | -10.6% |
| Q3 2023 | $3,816,937 | -3.9% | 58,931 | -1.3% | 2.81% | -2.0% |
| Q2 2023 | $3,969,802 | +5.1% | 59,678 | +1.0% | 2.87% | -5.3% |
| Q1 2023 | $3,776,772 | +1.3% | 59,104 | +0.2% | 3.03% | -5.8% |
| Q4 2022 | $3,728,524 | +15.1% | 58,968 | +4.2% | 3.22% | -1.0% |
| Q3 2022 | $3,238,000 | -4.8% | 56,575 | +0.4% | 3.25% | -14.2% |
| Q2 2022 | $3,403,000 | -17.6% | 56,351 | -6.4% | 3.79% | -4.7% |
| Q1 2022 | $4,128,000 | +0.0% | 60,188 | +1.5% | 3.98% | +2.2% |
| Q4 2021 | $4,127,000 | – | 59,303 | – | 3.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |