ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $63,335 | +5.8% | 1,360 | 0.0% | 0.00% | – |
| Q4 2023 | $59,840 | +13.5% | 1,360 | 0.0% | 0.00% | – |
| Q3 2023 | $52,714 | -8.4% | 1,360 | -2.2% | 0.00% | – |
| Q2 2023 | $57,559 | +6.2% | 1,390 | 0.0% | 0.00% | – |
| Q1 2023 | $54,182 | +8.2% | 1,390 | 0.0% | 0.00% | – |
| Q4 2022 | $50,096 | +2.2% | 1,390 | -1.8% | 0.00% | – |
| Q3 2022 | $49,000 | +19.5% | 1,416 | +22.1% | 0.00% | – |
| Q2 2022 | $41,000 | -19.6% | 1,160 | +0.9% | 0.00% | – |
| Q1 2022 | $51,000 | -10.5% | 1,150 | 0.0% | 0.00% | – |
| Q4 2021 | $57,000 | 0.0% | 1,150 | -1.0% | 0.00% | – |
| Q3 2021 | $57,000 | -13.6% | 1,162 | -9.1% | 0.00% | – |
| Q2 2021 | $66,000 | +3.1% | 1,278 | +500.0% | 0.00% | – |
| Q1 2021 | $64,000 | -1.5% | 213 | 0.0% | 0.00% | – |
| Q4 2020 | $65,000 | +27.5% | 213 | 0.0% | 0.00% | – |
| Q3 2020 | $51,000 | – | 213 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 313,209 | $14,244,757 | 3.19% |
| NorthStar Asset Management LLC /NJ/ | 73,423 | $3,339,278 | 2.32% |
| Members Advisory Group LLC | 68,029 | $3,094,740 | 1.69% |
| Matrix Trust Co | 144,315 | $6,563 | 1.48% |
| Opes Wealth Management LLC | 103,607 | $4,712,046 | 0.98% |
| Black Diamond Financial, LLC | 101,735 | $4,626,909 | 0.89% |
| SHELTON WEALTH MANAGEMENT, LLC | 28,763 | $1,308,140 | 0.74% |
| City Center Advisors, LLC | 13,362 | $622,277 | 0.73% |
| VAUGHAN & Co SECURITIES, INC. | 25,036 | $1,138,615 | 0.72% |
| IAG Wealth Partners, LLC | 69,581 | $3,164,544 | 0.64% |