ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |