ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,225 | -14.4% | 2,173 | -8.5% | 0.00% | – |
| Q2 2023 | $98,390 | -55.5% | 2,376 | -58.1% | 0.00% | – |
| Q1 2023 | $221,108 | +116.4% | 5,672 | +100.1% | 0.00% | – |
| Q4 2022 | $102,173 | +4.3% | 2,835 | -0.1% | 0.00% | – |
| Q3 2022 | $98,000 | -3.0% | 2,838 | -0.3% | 0.00% | – |
| Q2 2022 | $101,000 | -24.6% | 2,847 | -6.5% | 0.00% | – |
| Q1 2022 | $134,000 | -2.9% | 3,046 | +9.4% | 0.00% | – |
| Q4 2021 | $138,000 | +0.7% | 2,784 | -0.1% | 0.00% | – |
| Q3 2021 | $137,000 | -12.2% | 2,787 | -7.3% | 0.00% | – |
| Q2 2021 | $156,000 | -3.7% | 3,006 | +456.7% | 0.00% | – |
| Q1 2021 | $162,000 | -1.2% | 540 | 0.0% | 0.00% | – |
| Q4 2020 | $164,000 | +23.3% | 540 | -3.2% | 0.00% | – |
| Q3 2020 | $133,000 | +8.1% | 558 | 0.0% | 0.00% | – |
| Q2 2020 | $123,000 | +36.7% | 558 | +3.3% | 0.00% | – |
| Q1 2020 | $90,000 | -30.2% | 540 | -11.3% | 0.00% | – |
| Q4 2019 | $129,000 | +9.3% | 609 | +0.2% | 0.00% | – |
| Q3 2019 | $118,000 | -7.1% | 608 | -2.6% | 0.00% | – |
| Q2 2019 | $127,000 | +188.6% | 624 | +182.4% | 0.00% | – |
| Q1 2019 | $44,000 | +22.2% | 221 | +0.5% | 0.00% | – |
| Q4 2018 | $36,000 | -25.0% | 220 | -1.3% | 0.00% | – |
| Q3 2018 | $48,000 | – | 223 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |