ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ipsen Advisor Group LLC | 85,769 | $3,091,097 | 3.56% |
| F3Logic, LLC | 343,099 | $12,365,645 | 2.60% |
| Gallagher Benefit Services, Inc. | 343,099 | $12,365,645 | 2.60% |
| SHELTON WEALTH MANAGEMENT, LLC | 48,175 | $1,736,229 | 1.37% |
| Matrix Trust Co | 140,856 | $5,076 | 1.28% |
| Opes Wealth Management LLC | 74,430 | $2,682,457 | 0.97% |
| Black Diamond Financial, LLC | 63,777 | $2,298,523 | 0.83% |
| VAUGHAN & Co SECURITIES, INC. | 26,622 | $959,457 | 0.76% |
| Asset Allocation Strategies LLC | 22,844 | $823,295 | 0.56% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 95,335 | $3,435,874 | 0.51% |