ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 95 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,915 | +5.9% | 106,755 | +8.8% | 0.01% | +7.7% |
| Q2 2023 | $6,527 | -5.4% | 98,116 | -9.1% | 0.01% | -7.1% |
| Q1 2023 | $6,898 | +17.6% | 107,958 | +16.3% | 0.01% | 0.0% |
| Q4 2022 | $5,868 | -99.9% | 92,814 | +12.6% | 0.01% | +16.7% |
| Q3 2022 | $4,653,000 | +17.3% | 82,404 | +25.4% | 0.01% | +20.0% |
| Q2 2022 | $3,968,000 | -4.6% | 65,718 | +8.4% | 0.01% | 0.0% |
| Q1 2022 | $4,159,000 | -10.1% | 60,644 | -8.7% | 0.01% | 0.0% |
| Q4 2021 | $4,624,000 | +12.3% | 66,446 | +2.7% | 0.01% | 0.0% |
| Q3 2021 | $4,117,000 | +2.0% | 64,698 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $4,037,000 | +23.2% | 62,544 | +134.5% | 0.01% | +11.1% |
| Q1 2021 | $3,276,000 | +12.0% | 26,669 | +2.4% | 0.01% | 0.0% |
| Q4 2020 | $2,924,000 | +23.6% | 26,049 | +8.9% | 0.01% | +12.5% |
| Q3 2020 | $2,365,000 | +0.8% | 23,930 | -1.4% | 0.01% | -11.1% |
| Q2 2020 | $2,347,000 | +3.9% | 24,269 | -7.0% | 0.01% | -18.2% |
| Q1 2020 | $2,259,000 | -14.3% | 26,090 | +15.9% | 0.01% | +10.0% |
| Q4 2019 | $2,637,000 | +24.3% | 22,505 | +17.2% | 0.01% | +11.1% |
| Q3 2019 | $2,121,000 | -3.2% | 19,205 | -5.5% | 0.01% | -10.0% |
| Q2 2019 | $2,192,000 | -4.0% | 20,316 | -6.2% | 0.01% | -9.1% |
| Q1 2019 | $2,283,000 | +3.7% | 21,658 | -5.3% | 0.01% | -8.3% |
| Q4 2018 | $2,202,000 | -8.9% | 22,868 | +1.6% | 0.01% | 0.0% |
| Q3 2018 | $2,416,000 | +13.2% | 22,505 | +7.2% | 0.01% | +9.1% |
| Q2 2018 | $2,134,000 | -4.0% | 20,992 | -4.1% | 0.01% | -8.3% |
| Q1 2018 | $2,223,000 | -8.3% | 21,894 | -4.6% | 0.01% | -7.7% |
| Q4 2017 | $2,423,000 | – | 22,947 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |