MATRIX PRIVATE CAPITAL GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 164 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$186,750
+7.8%
2,664
+12.0%
0.12%0.0%
Q1 2024$173,294
+8.5%
2,3790.0%0.12%
-3.3%
Q4 2023$159,673
+11.9%
2,379
+0.1%
0.12%
+14.2%
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%
5810.0%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$182,0008670.19%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Silversage Advisors 24,556$5,146,0005.44%
Benchmark Wealth Management, LLC 29,424$6,166,0005.32%
Matrix Trust Co 85,996$18,021,0003.84%
Karp Capital Management Corp 32,910$6,897,0001.82%
Brand Asset Management Group, Inc. 13,563$2,842,0001.81%
Good Life Advisors, LLC 25,112$5,259,0001.49%
TAP Consulting, LLC 4,773$1,000,0000.56%
TRUEFG, LLC 2,636$552,0000.42%
Summit Asset Management, LLC 3,856$808,0000.34%
Chronos Wealth Management, LLC 1,604$336,0000.33%
View complete list of ISHARES TR shareholders