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 | $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 | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |