ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,080 | -6.2% | 311 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,872 | +6.4% | 311 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $12,096 | +8.4% | 310 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,160 | -55.4% | 310 | -56.2% | 0.00% | -60.0% |
| Q3 2022 | $25,000 | -21.9% | 708 | -20.9% | 0.01% | -16.7% |
| Q2 2022 | $32,000 | +45.5% | 895 | +81.2% | 0.01% | -33.3% |
| Q1 2022 | $22,000 | -12.0% | 494 | 0.0% | 0.01% | -18.2% |
| Q4 2021 | $25,000 | – | 494 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 40,078 | $6,662,000 | 9.46% |
| Provident Wealth Management, LLC | 17,812 | $2,961,000 | 3.62% |
| Matrix Trust Co | 24,208 | $4,024,000 | 1.09% |
| Courage Miller Partners, LLC | 5,361 | $891,000 | 0.55% |
| TAP Consulting, LLC | 4,700 | $781,000 | 0.53% |
| BEAM WEALTH ADVISORS, INC. | 2,996 | $498,000 | 0.49% |
| Towerpoint Wealth, LLC | 1,924 | $320,000 | 0.25% |
| Private Wealth Strategies, L.L.C. | 2,741 | $455,000 | 0.23% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,645 | $1,604,000 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 17,127 | $2,849,000 | 0.08% |