ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,176,074 | -5.3% | 16,744 | -2.2% | 0.62% | -11.7% |
| Q1 2024 | $1,242,212 | +31.4% | 17,122 | +22.7% | 0.70% | +11.9% |
| Q4 2023 | $945,351 | -42.3% | 13,960 | -48.4% | 0.62% | -46.6% |
| Q3 2023 | $1,638,606 | -4.3% | 27,044 | +0.6% | 1.17% | +14.3% |
| Q2 2023 | $1,712,394 | +14.0% | 26,882 | +10.7% | 1.02% | -3.9% |
| Q1 2023 | $1,502,397 | – | 24,279 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 112,516 | $18,114,000 | 4.03% |
| Courage Miller Partners, LLC | 13,092 | $2,108,000 | 1.16% |
| Marietta Wealth Management, LLC | 18,631 | $2,999,000 | 1.09% |
| TAP Consulting, LLC | 7,798 | $1,255,000 | 0.74% |
| GHP Investment Advisors, Inc. | 24,018 | $3,867,000 | 0.48% |
| PACIFIC SUN FINANCIAL CORP | 2,400 | $386,000 | 0.36% |
| NWAM LLC | 10,460 | $1,684,000 | 0.32% |
| PLANNING DIRECTIONS INC | 1,587 | $255,000 | 0.24% |
| Titus Wealth Management | 1,300 | $209,000 | 0.19% |
| Bell Rock Capital LLC | 1,102 | $179,000 | 0.16% |