ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 106 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770,811 | -2.6% | 11,901 | 0.0% | 0.20% | -1.0% |
| Q2 2023 | $791,638 | +4.6% | 11,901 | +0.4% | 0.21% | -1.4% |
| Q1 2023 | $757,156 | +1.6% | 11,849 | +0.5% | 0.21% | -4.6% |
| Q4 2022 | $745,152 | +12.7% | 11,785 | +0.6% | 0.22% | +3.8% |
| Q3 2022 | $661,000 | -5.8% | 11,716 | +0.7% | 0.21% | -4.1% |
| Q2 2022 | $702,000 | – | 11,629 | – | 0.22% | – |
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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% |