ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,708 | -4.9% | 1,200 | 0.0% | 0.00% | – |
| Q2 2023 | $76,440 | +2.9% | 1,200 | 0.0% | 0.00% | – |
| Q1 2023 | $74,256 | -0.3% | 1,200 | 0.0% | 0.00% | – |
| Q4 2022 | $74,460 | +11.1% | 1,200 | 0.0% | 0.00% | – |
| Q3 2022 | $67,000 | -24.7% | 1,200 | -20.0% | 0.00% | – |
| Q2 2022 | $89,000 | -13.6% | 1,500 | 0.0% | 0.00% | – |
| Q1 2022 | $103,000 | +1.0% | 1,500 | 0.0% | 0.00% | – |
| Q4 2021 | $102,000 | +7.4% | 1,500 | 0.0% | 0.00% | – |
| Q3 2021 | $95,000 | -1.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2021 | $96,000 | +4.3% | 1,500 | +200.0% | 0.00% | – |
| Q1 2021 | $92,000 | +9.5% | 500 | -7.1% | 0.00% | – |
| Q4 2020 | $84,000 | +20.0% | 538 | 0.0% | 0.00% | – |
| Q3 2020 | $70,000 | +2.9% | 538 | 0.0% | 0.00% | – |
| Q2 2020 | $68,000 | +17.2% | 538 | 0.0% | 0.00% | – |
| Q1 2020 | $58,000 | -38.9% | 538 | -4.3% | 0.00% | – |
| Q4 2019 | $95,000 | +4.4% | 562 | 0.0% | 0.00% | – |
| Q3 2019 | $91,000 | +2.2% | 562 | 0.0% | 0.00% | – |
| Q2 2019 | $89,000 | +39.1% | 562 | +38.1% | 0.00% | – |
| Q1 2019 | $64,000 | -12.3% | 407 | -22.8% | 0.00% | – |
| Q4 2018 | $73,000 | -14.1% | 527 | 0.0% | 0.00% | – |
| Q3 2018 | $85,000 | +39.3% | 527 | +37.6% | 0.00% | – |
| Q2 2018 | $61,000 | +1.7% | 383 | 0.0% | 0.00% | – |
| Q1 2018 | $60,000 | +9.1% | 383 | +11.0% | 0.00% | – |
| Q4 2017 | $55,000 | +5.8% | 345 | 0.0% | 0.00% | – |
| Q3 2017 | $52,000 | +2.0% | 345 | 0.0% | 0.00% | – |
| Q2 2017 | $51,000 | -25.0% | 345 | -25.0% | 0.00% | – |
| Q1 2017 | $68,000 | +3.0% | 460 | 0.0% | 0.00% | – |
| Q4 2016 | $66,000 | +6.5% | 460 | 0.0% | 0.00% | – |
| Q3 2016 | $62,000 | +376.9% | 460 | +360.0% | 0.00% | – |
| Q2 2016 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | – |
| Q1 2016 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2015 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | -8.3% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $12,000 | -7.7% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $13,000 | – | 100 | – | 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% |