ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,963,314 | -6.4% | 50,653 | +0.0% | 1.57% | -3.4% |
| Q2 2023 | $2,096,799 | +4.7% | 50,635 | -1.4% | 1.62% | 0.0% |
| Q1 2023 | $2,002,739 | +15.3% | 51,376 | +6.6% | 1.62% | +18.5% |
| Q4 2022 | $1,736,229 | -32.6% | 48,175 | -35.2% | 1.37% | -40.3% |
| Q3 2022 | $2,577,000 | -1.8% | 74,337 | +0.0% | 2.30% | +2.9% |
| Q2 2022 | $2,625,000 | +4.0% | 74,318 | +30.1% | 2.23% | +12.1% |
| Q1 2022 | $2,524,000 | -2.2% | 57,128 | +9.9% | 1.99% | -1.9% |
| Q4 2021 | $2,580,000 | – | 51,966 | – | 2.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |