ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,135,954 | +2.4% | 19,018 | +8.6% | 1.30% | +4.7% |
| Q2 2023 | $1,108,850 | +3.0% | 17,520 | -1.4% | 1.24% | +3.2% |
| Q1 2023 | $1,077,028 | +3.7% | 17,761 | +0.3% | 1.20% | -3.1% |
| Q4 2022 | $1,038,606 | +48.6% | 17,703 | +36.5% | 1.24% | +28.6% |
| Q3 2022 | $699,000 | -2.0% | 12,965 | +2.4% | 0.96% | -0.9% |
| Q2 2022 | $713,000 | -17.3% | 12,660 | -1.2% | 0.97% | -3.2% |
| Q1 2022 | $862,000 | +60.2% | 12,814 | +69.4% | 1.00% | +67.5% |
| Q4 2021 | $538,000 | – | 7,564 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |