ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,721 | -20.8% | 1,257 | -15.4% | 0.04% | -17.8% |
| Q2 2023 | $61,535 | -14.9% | 1,486 | -19.9% | 0.04% | -22.4% |
| Q1 2023 | $72,312 | -15.3% | 1,855 | -21.7% | 0.06% | -28.4% |
| Q4 2022 | $85,343 | -91.3% | 2,368 | -91.7% | 0.08% | -92.2% |
| Q3 2022 | $986,000 | -3.2% | 28,443 | -1.4% | 1.03% | +6.7% |
| Q2 2022 | $1,019,000 | -14.2% | 28,855 | +7.5% | 0.97% | -0.5% |
| Q1 2022 | $1,187,000 | -8.1% | 26,854 | +3.2% | 0.97% | +1.7% |
| Q4 2021 | $1,292,000 | – | 26,024 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |