ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 100 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,080 | +3.0% | 464 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $29,213 | +27.0% | 463 | +23.8% | 0.02% | +18.8% |
| Q2 2022 | $23,000 | -11.5% | 374 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $26,000 | 0.0% | 374 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $26,000 | +8.3% | 374 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $24,000 | -50.0% | 374 | -50.0% | 0.02% | -11.1% |
| Q2 2021 | $48,000 | +108.7% | 748 | +300.0% | 0.02% | -5.3% |
| Q1 2021 | $23,000 | – | 187 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,342 | $29,886,000 | 8.78% |
| SPC Financial, Inc. | 129,282 | $12,780,000 | 2.20% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17,828 | $1,762,000 | 1.29% |
| Equitable Holdings, Inc. | 458,036 | $45,277,000 | 1.17% |
| TAP Consulting, LLC | 16,855 | $1,666,000 | 0.66% |
| GenWealth Group, Inc. | 17,234 | $1,740,000 | 0.63% |
| Courage Miller Partners, LLC | 8,066 | $780,000 | 0.42% |
| Brand Asset Management Group, Inc. | 6,610 | $653,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 178,568 | $17,657,000 | 0.28% |
| Towerpoint Wealth, LLC | 4,741 | $469,000 | 0.26% |