ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 122 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $144,657 | -22.9% | 2,059 | -20.4% | 0.02% | -26.1% |
| Q1 2024 | $187,647 | -47.2% | 2,586 | -50.7% | 0.02% | -57.4% |
| Q4 2023 | $355,186 | +8.1% | 5,245 | -2.6% | 0.05% | -3.6% |
| Q3 2023 | $328,489 | +28.2% | 5,383 | +33.8% | 0.06% | +27.3% |
| Q2 2023 | $256,242 | +31.7% | 4,023 | +28.0% | 0.04% | +29.4% |
| Q1 2023 | $194,561 | +50.8% | 3,144 | +51.2% | 0.03% | +36.0% |
| Q4 2022 | $128,987 | – | 2,079 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |