ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 140 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,204 | -12.9% | 2,950 | -7.7% | 0.00% | – |
| Q2 2023 | $202,275 | -44.3% | 3,196 | -46.6% | 0.00% | – |
| Q1 2023 | $362,870 | +189.0% | 5,984 | +179.6% | 0.00% | – |
| Q4 2022 | $125,554 | +8.2% | 2,140 | -0.8% | 0.00% | – |
| Q3 2022 | $116,000 | -1.7% | 2,157 | +3.4% | 0.00% | – |
| Q2 2022 | $118,000 | -18.6% | 2,087 | -3.0% | 0.00% | – |
| Q1 2022 | $145,000 | +98.6% | 2,152 | +109.3% | 0.00% | – |
| Q4 2021 | $73,000 | +7.4% | 1,028 | -0.1% | 0.00% | – |
| Q3 2021 | $68,000 | -46.9% | 1,029 | -46.0% | 0.00% | – |
| Q2 2021 | $128,000 | +2.4% | 1,905 | +281.8% | 0.00% | – |
| Q1 2021 | $125,000 | +66.7% | 499 | +55.5% | 0.00% | – |
| Q4 2020 | $75,000 | +29.3% | 321 | +10.3% | 0.00% | – |
| Q3 2020 | $58,000 | +23.4% | 291 | +13.2% | 0.00% | – |
| Q2 2020 | $47,000 | -6.0% | 257 | -22.1% | 0.00% | – |
| Q1 2020 | $50,000 | -63.0% | 330 | -48.9% | 0.00% | – |
| Q4 2019 | $135,000 | -0.7% | 646 | -5.8% | 0.00% | – |
| Q3 2019 | $136,000 | -1.4% | 686 | -3.7% | 0.00% | – |
| Q2 2019 | $138,000 | +122.6% | 712 | +114.5% | 0.00% | – |
| Q1 2019 | $62,000 | +933.3% | 332 | +848.6% | 0.00% | – |
| Q4 2018 | $6,000 | -66.7% | 35 | -63.2% | 0.00% | – |
| Q3 2018 | $18,000 | – | 95 | – | 0.00% | – |
Download | ||||||
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% |