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 | $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 | 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% |