ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 104 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 302,342 | $29,886,000 | 8.78% |
| SPC Financial, Inc. | 129,282 | $12,780,000 | 2.20% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17,828 | $1,762,000 | 1.29% |
| Equitable Holdings, Inc. | 458,036 | $45,277,000 | 1.17% |
| TAP Consulting, LLC | 16,855 | $1,666,000 | 0.66% |
| GenWealth Group, Inc. | 17,234 | $1,740,000 | 0.63% |
| Courage Miller Partners, LLC | 8,066 | $780,000 | 0.42% |
| Brand Asset Management Group, Inc. | 6,610 | $653,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 178,568 | $17,657,000 | 0.28% |
| Towerpoint Wealth, LLC | 4,741 | $469,000 | 0.26% |