ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $98,000 | -25.8% | 1,130 | 0.0% | 0.00% | – |
| Q4 2019 | $132,000 | +5.6% | 1,130 | 0.0% | 0.00% | – |
| Q3 2019 | $125,000 | -22.4% | 1,130 | -24.4% | 0.00% | – |
| Q2 2019 | $161,000 | +35.3% | 1,494 | +32.2% | 0.00% | – |
| Q1 2019 | $119,000 | +9.2% | 1,130 | 0.0% | 0.00% | – |
| Q4 2018 | $109,000 | -9.9% | 1,130 | 0.0% | 0.00% | – |
| Q3 2018 | $121,000 | +5.2% | 1,130 | 0.0% | 0.00% | – |
| Q2 2018 | $115,000 | +945.5% | 1,130 | +927.3% | 0.00% | – |
| Q1 2018 | $11,000 | -8.3% | 110 | 0.0% | 0.00% | – |
| Q4 2017 | $12,000 | +9.1% | 110 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2017 | $11,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q1 2017 | $11,000 | -26.7% | 110 | -31.2% | 0.00% | – |
| Q4 2016 | $15,000 | +7.1% | 160 | 0.0% | 0.00% | – |
| Q3 2016 | $14,000 | 0.0% | 160 | 0.0% | 0.00% | – |
| Q2 2016 | $14,000 | +7.7% | 160 | 0.0% | 0.00% | – |
| Q1 2016 | $13,000 | -55.2% | 160 | -55.6% | 0.00% | – |
| Q4 2015 | $29,000 | -91.4% | 360 | -91.7% | 0.00% | -100.0% |
| Q3 2015 | $336,000 | -8.2% | 4,360 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $366,000 | +0.3% | 4,360 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $365,000 | -25.5% | 4,360 | -23.3% | 0.00% | -50.0% |
| Q4 2014 | $490,000 | +421.3% | 5,685 | +412.2% | 0.00% | – |
| Q3 2014 | $94,000 | – | 1,110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |