ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 142 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $452,248 | -3.8% | 6,452 | 0.0% | 0.16% | 0.0% |
| Q1 2024 | $469,899 | +8.5% | 6,452 | 0.0% | 0.16% | -9.1% |
| Q4 2023 | $433,123 | +12.4% | 6,452 | 0.0% | 0.18% | +14.3% |
| Q3 2023 | $385,378 | -8.0% | 6,452 | -2.5% | 0.15% | -12.5% |
| Q2 2023 | $418,980 | +4.4% | 6,620 | 0.0% | 0.18% | +6.7% |
| Q1 2023 | $401,437 | +3.4% | 6,620 | 0.0% | 0.16% | +6.5% |
| Q4 2022 | $388,395 | +8.9% | 6,620 | 0.0% | 0.16% | -21.3% |
| Q3 2022 | $356,686 | -4.4% | 6,620 | 0.0% | 0.20% | -5.3% |
| Q2 2022 | $373,037 | -17.3% | 6,620 | -1.2% | 0.21% | +4.5% |
| Q1 2022 | $451,045 | -28.2% | 6,702 | -24.1% | 0.20% | -16.4% |
| Q4 2021 | $627,992 | – | 8,835 | – | 0.24% | – |
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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% |