ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 142 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,221,785 | -4.2% | 18,200 | +1.3% | 1.33% | -6.8% |
| Q1 2024 | $1,275,796 | +4.4% | 17,972 | -1.3% | 1.43% | +7.3% |
| Q4 2023 | $1,221,785 | +7.6% | 18,200 | -4.3% | 1.33% | +2.3% |
| 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 | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |