ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 146 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $142,630 | -7.4% | 2,376 | -2.3% | 0.11% | -6.2% |
Q2 2023 | $153,986 | +4.4% | 2,433 | +0.0% | 0.11% | +10.8% |
Q1 2023 | $147,480 | -0.7% | 2,432 | -3.9% | 0.10% | +5.2% |
Q4 2022 | $148,480 | +9.2% | 2,531 | +0.1% | 0.10% | +5.4% |
Q3 2022 | $136,000 | -4.2% | 2,529 | +0.1% | 0.09% | +13.6% |
Q2 2022 | $142,000 | -16.5% | 2,527 | +0.1% | 0.08% | -2.4% |
Q1 2022 | $170,000 | +1.8% | 2,525 | +7.3% | 0.08% | +5.1% |
Q4 2021 | $167,000 | +6.4% | 2,354 | +0.1% | 0.08% | -3.7% |
Q3 2021 | $157,000 | +1.3% | 2,352 | +1.8% | 0.08% | -3.5% |
Q2 2021 | $155,000 | +6.2% | 2,311 | +297.8% | 0.08% | -3.4% |
Q1 2021 | $146,000 | +7.4% | 581 | 0.0% | 0.09% | -10.2% |
Q4 2020 | $136,000 | +14.3% | 581 | -2.4% | 0.10% | -19.0% |
Q3 2020 | $119,000 | +5.3% | 595 | -3.3% | 0.12% | -3.2% |
Q2 2020 | $113,000 | +18.9% | 615 | -0.8% | 0.12% | -7.4% |
Q1 2020 | $95,000 | -47.8% | 620 | -28.5% | 0.14% | -29.3% |
Q4 2019 | $182,000 | – | 867 | – | 0.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
Matrix Trust Co | 148,922 | $8,737 | 2.21% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |