ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 142 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $108,099 | +4.4% | 1,708 | 0.0% | 0.00% | – |
| Q1 2023 | $103,573 | +3.4% | 1,708 | 0.0% | 0.00% | – |
| Q4 2022 | $100,208 | -31.4% | 1,708 | -36.9% | 0.00% | – |
| Q3 2022 | $146,000 | -3.9% | 2,708 | 0.0% | 0.00% | – |
| Q2 2022 | $152,000 | -16.5% | 2,708 | 0.0% | 0.00% | – |
| Q1 2022 | $182,000 | -5.2% | 2,708 | 0.0% | 0.00% | – |
| Q4 2021 | $192,000 | -1.5% | 2,708 | -7.4% | 0.00% | – |
| Q3 2021 | $195,000 | -3.5% | 2,925 | -2.8% | 0.00% | – |
| Q2 2021 | $202,000 | -4.7% | 3,009 | +256.9% | 0.00% | – |
| Q1 2021 | $212,000 | +29.3% | 843 | +20.1% | 0.00% | – |
| Q4 2020 | $164,000 | +18.0% | 702 | +1.4% | 0.00% | – |
| Q3 2020 | $139,000 | +6.9% | 692 | -1.8% | 0.00% | – |
| Q2 2020 | $130,000 | +3.2% | 705 | -14.0% | 0.00% | – |
| Q1 2020 | $126,000 | -43.0% | 820 | -22.3% | 0.00% | -100.0% |
| Q4 2019 | $221,000 | +6.2% | 1,055 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $208,000 | -21.8% | 1,055 | -23.0% | 0.00% | 0.0% |
| Q2 2019 | $266,000 | +3.5% | 1,370 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $257,000 | -72.4% | 1,370 | -76.2% | 0.00% | -66.7% |
| Q4 2018 | $931,000 | +258.1% | 5,764 | +320.7% | 0.00% | +200.0% |
| Q3 2018 | $260,000 | +3.2% | 1,370 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $252,000 | -2.3% | 1,370 | -3.7% | 0.00% | 0.0% |
| Q1 2018 | $258,000 | +0.4% | 1,422 | +2.7% | 0.00% | 0.0% |
| Q4 2017 | $257,000 | -17.1% | 1,384 | -22.0% | 0.00% | 0.0% |
| Q3 2017 | $310,000 | +33.0% | 1,775 | +28.3% | 0.00% | 0.0% |
| Q2 2017 | $233,000 | +1.3% | 1,384 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $230,000 | +5.5% | 1,384 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $218,000 | +54.6% | 1,384 | +51.3% | 0.00% | 0.0% |
| Q3 2016 | $141,000 | – | 915 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |