ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 104 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,888 | -8.0% | 6,050 | -5.5% | 0.00% | – |
| Q2 2023 | $426,025 | -47.7% | 6,404 | -49.7% | 0.00% | – |
| Q1 2023 | $813,982 | +105.8% | 12,738 | +103.7% | 0.00% | – |
| Q4 2022 | $395,470 | +8.9% | 6,254 | -2.8% | 0.00% | – |
| Q3 2022 | $363,000 | +11.0% | 6,434 | +18.8% | 0.00% | – |
| Q2 2022 | $327,000 | -12.1% | 5,417 | -0.3% | 0.00% | – |
| Q1 2022 | $372,000 | -3.4% | 5,432 | -1.8% | 0.00% | – |
| Q4 2021 | $385,000 | +9.4% | 5,530 | 0.0% | 0.00% | – |
| Q3 2021 | $352,000 | 0.0% | 5,530 | +1.3% | 0.00% | – |
| Q2 2021 | $352,000 | -1.4% | 5,460 | +87.7% | 0.00% | – |
| Q1 2021 | $357,000 | -3.5% | 2,909 | -11.7% | 0.00% | – |
| Q4 2020 | $370,000 | +11.4% | 3,295 | -2.1% | 0.00% | – |
| Q3 2020 | $332,000 | +0.6% | 3,364 | -1.3% | 0.00% | – |
| Q2 2020 | $330,000 | +5.4% | 3,409 | -5.7% | 0.00% | – |
| Q1 2020 | $313,000 | -28.0% | 3,614 | -2.6% | 0.00% | – |
| Q4 2019 | $435,000 | +8.5% | 3,712 | +2.1% | 0.00% | – |
| Q3 2019 | $401,000 | +1.3% | 3,635 | -1.0% | 0.00% | – |
| Q2 2019 | $396,000 | +435.1% | 3,671 | +418.5% | 0.00% | – |
| Q1 2019 | $74,000 | +8.8% | 708 | 0.0% | 0.00% | – |
| Q4 2018 | $68,000 | -11.7% | 708 | -0.7% | 0.00% | – |
| Q3 2018 | $77,000 | – | 713 | – | 0.00% | – |
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% |