ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 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 | $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 | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |