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 | $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 ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |