ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,541,398 | +23.9% | 85,555 | +27.2% | 0.00% | – |
| Q2 2023 | $4,473,736 | +1.6% | 67,254 | -2.4% | 0.00% | -100.0% |
| Q1 2023 | $4,404,000 | +97853.7% | 68,924 | -3.1% | 0.00% | 0.0% |
| Q4 2022 | $4,496 | -99.9% | 71,113 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $4,019,000 | -7.2% | 71,169 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $4,331,000 | -13.0% | 71,724 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $4,981,000 | -2.0% | 72,624 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $5,081,000 | +10.1% | 73,004 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $4,615,000 | -1.6% | 72,520 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $4,688,000 | +7.4% | 72,605 | +104.2% | 0.00% | 0.0% |
| Q1 2021 | $4,367,000 | +6.1% | 35,551 | -3.0% | 0.00% | 0.0% |
| Q4 2020 | $4,114,000 | +13.4% | 36,649 | -1.0% | 0.00% | 0.0% |
| Q3 2020 | $3,627,000 | +13.1% | 37,011 | +11.7% | 0.00% | 0.0% |
| Q2 2020 | $3,206,000 | +25.7% | 33,143 | +12.6% | 0.00% | 0.0% |
| Q1 2020 | $2,550,000 | -27.1% | 29,443 | -1.3% | 0.00% | 0.0% |
| Q4 2019 | $3,497,000 | +5.3% | 29,841 | -0.7% | 0.00% | 0.0% |
| Q3 2019 | $3,320,000 | +4.9% | 30,058 | +1.9% | 0.00% | 0.0% |
| Q2 2019 | $3,165,000 | +1.0% | 29,498 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $3,133,000 | +7.0% | 29,721 | -2.2% | 0.00% | 0.0% |
| Q4 2018 | $2,928,000 | -17.2% | 30,398 | -7.8% | 0.00% | 0.0% |
| Q3 2018 | $3,537,000 | +13.6% | 32,956 | +7.3% | 0.00% | 0.0% |
| Q2 2018 | $3,113,000 | +3.3% | 30,712 | +3.5% | 0.00% | 0.0% |
| Q1 2018 | $3,015,000 | -2.1% | 29,682 | +1.8% | 0.00% | 0.0% |
| Q4 2017 | $3,079,000 | +2.8% | 29,164 | -3.2% | 0.00% | 0.0% |
| Q3 2017 | $2,996,000 | +9.9% | 30,127 | +6.1% | 0.00% | 0.0% |
| Q2 2017 | $2,725,000 | +10.7% | 28,390 | +10.9% | 0.00% | 0.0% |
| Q1 2017 | $2,462,000 | +12.3% | 25,596 | +9.9% | 0.00% | 0.0% |
| Q4 2016 | $2,193,000 | +11.9% | 23,299 | +4.8% | 0.00% | – |
| Q3 2016 | $1,960,000 | +9.3% | 22,242 | +7.6% | 0.00% | – |
| Q2 2016 | $1,793,000 | +40.5% | 20,679 | +35.9% | 0.00% | – |
| Q1 2016 | $1,276,000 | – | 15,215 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |