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 | $339,446 | -5.6% | 5,683 | 0.0% | 0.28% | -2.5% |
| Q2 2023 | $359,677 | -10.2% | 5,683 | -14.0% | 0.28% | -15.7% |
| Q1 2023 | $400,588 | +3.4% | 6,606 | 0.0% | 0.34% | -3.4% |
| Q4 2022 | $387,574 | +6.8% | 6,606 | -1.9% | 0.35% | +0.6% |
| Q3 2022 | $363,000 | -4.5% | 6,737 | 0.0% | 0.35% | -7.5% |
| Q2 2022 | $380,000 | -21.5% | 6,737 | -6.3% | 0.38% | -1.1% |
| Q1 2022 | $484,000 | -5.3% | 7,190 | 0.0% | 0.38% | -9.5% |
| Q4 2021 | $511,000 | – | 7,190 | – | 0.42% | – |
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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% |