ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 111 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,785 | +125.4% | 2,043 | +137.0% | 0.00% | – |
| Q2 2023 | $54,909 | -54.0% | 862 | -55.3% | 0.00% | – |
| Q1 2023 | $119,306 | +100.1% | 1,928 | +100.6% | 0.00% | – |
| Q4 2022 | $59,630 | +10.4% | 961 | 0.0% | 0.00% | – |
| Q3 2022 | $54,000 | +8.0% | 961 | +13.5% | 0.00% | – |
| Q2 2022 | $50,000 | -19.4% | 847 | -6.5% | 0.00% | – |
| Q1 2022 | $62,000 | +6.9% | 906 | +5.8% | 0.00% | – |
| Q4 2021 | $58,000 | +9.4% | 856 | +2.6% | 0.00% | – |
| Q3 2021 | $53,000 | +562.5% | 834 | +595.0% | 0.00% | – |
| Q2 2021 | $8,000 | +14.3% | 120 | +200.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 40 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 40 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 40 | -2.4% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 41 | -12.8% | 0.00% | – |
| Q1 2020 | $5,000 | -95.6% | 47 | -93.1% | 0.00% | – |
| Q4 2019 | $114,000 | +4.6% | 678 | -0.4% | 0.00% | – |
| Q3 2019 | $109,000 | 0.0% | 681 | -1.6% | 0.00% | – |
| Q2 2019 | $109,000 | +7.9% | 692 | +6.5% | 0.00% | – |
| Q1 2019 | $101,000 | +32.9% | 650 | +19.3% | 0.00% | – |
| Q4 2018 | $76,000 | -14.6% | 545 | -1.4% | 0.00% | – |
| Q3 2018 | $89,000 | – | 553 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |