ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $750,531 | +4.1% | 11,283 | 0.0% | 0.40% | -1.2% |
| Q1 2023 | $720,970 | -1.1% | 11,283 | 0.0% | 0.41% | -2.2% |
| Q4 2022 | $728,755 | -15.8% | 11,283 | -22.4% | 0.42% | -21.1% |
| Q3 2022 | $865,000 | -1.5% | 14,532 | 0.0% | 0.53% | -0.9% |
| Q2 2022 | $878,000 | +0.8% | 14,532 | +14.4% | 0.53% | +14.7% |
| Q1 2022 | $871,000 | +15.2% | 12,704 | +18.3% | 0.46% | +8.4% |
| Q4 2021 | $756,000 | – | 10,736 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |