ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,156 | -6.4% | 6,428 | 0.0% | 0.19% | -6.0% |
| Q2 2023 | $266,191 | +7.4% | 6,428 | +1.1% | 0.20% | 0.0% |
| Q1 2023 | $247,902 | -26.8% | 6,359 | -32.3% | 0.20% | -31.9% |
| Q4 2022 | $338,634 | -33.2% | 9,396 | -35.8% | 0.30% | -38.3% |
| Q3 2022 | $507,000 | +0.4% | 14,642 | +2.4% | 0.48% | +2.8% |
| Q2 2022 | $505,000 | -18.2% | 14,304 | +2.4% | 0.46% | -4.7% |
| Q1 2022 | $617,000 | -10.8% | 13,962 | +0.1% | 0.49% | -13.0% |
| Q4 2021 | $692,000 | – | 13,949 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |