ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,335 | $20,272,000 | 5.30% |
| PACIFIC FINANCIAL GROUP INC | 108,564 | $7,279,000 | 5.03% |
| Benchmark Wealth Management, LLC | 88,676 | $5,946,000 | 4.08% |
| Brand Asset Management Group, Inc. | 44,342 | $2,973,000 | 1.44% |
| Karp Capital Management Corp | 70,283 | $4,713,000 | 0.70% |
| Marshall Financial Group LLC | 17,504 | $1,174,000 | 0.63% |
| S.A. Mason LLC | 12,633 | $847,000 | 0.58% |
| Ten Capital Wealth Advisors, LLC | 32,384 | $2,171,000 | 0.49% |
| DB Wealth Management Group, LLC | 7,559 | $507,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 229,092 | $15,358,000 | 0.28% |