ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 71 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $134,685 | -4.2% | 2,500 | 0.0% | 0.00% | – |
| Q1 2024 | $140,529 | -25.1% | 2,500 | -28.6% | 0.00% | – |
| Q4 2023 | $187,620 | +13.9% | 3,500 | 0.0% | 0.00% | – |
| Q3 2023 | $164,788 | -21.1% | 3,500 | -16.7% | 0.00% | – |
| Q2 2023 | $208,827 | +4.9% | 4,200 | 0.0% | 0.00% | – |
| Q1 2023 | $199,082 | +3.9% | 4,200 | 0.0% | 0.00% | – |
| Q4 2022 | $191,523 | +7.0% | 4,200 | 0.0% | 0.00% | – |
| Q3 2022 | $179,000 | -3.8% | 4,200 | 0.0% | 0.00% | – |
| Q2 2022 | $186,000 | -17.3% | 4,200 | 0.0% | 0.00% | – |
| Q1 2022 | $225,000 | -6.2% | 4,200 | 0.0% | 0.00% | – |
| Q4 2021 | $240,000 | +1.7% | 4,200 | 0.0% | 0.00% | – |
| Q3 2021 | $236,000 | -4.1% | 4,200 | 0.0% | 0.00% | – |
| Q2 2021 | $246,000 | +3.8% | 4,200 | +300.0% | 0.00% | – |
| Q1 2021 | $237,000 | +4.4% | 1,050 | -8.7% | 0.00% | – |
| Q4 2020 | $227,000 | +26.1% | 1,150 | 0.0% | 0.00% | – |
| Q3 2020 | $180,000 | 0.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2020 | $180,000 | -17.1% | 1,150 | 0.0% | 0.00% | – |
| Q4 2019 | $217,000 | +8.0% | 1,150 | 0.0% | 0.00% | – |
| Q3 2019 | $201,000 | 0.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2019 | $201,000 | -2.9% | 1,150 | 0.0% | 0.00% | – |
| Q3 2018 | $207,000 | +1.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2018 | $205,000 | -6.0% | 1,150 | -8.0% | 0.00% | – |
| Q4 2017 | $218,000 | +4.8% | 1,250 | 0.0% | 0.00% | – |
| Q3 2017 | $208,000 | +3.0% | 1,250 | 0.0% | 0.00% | – |
| Q2 2017 | $202,000 | – | 1,250 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 32,492 | $1,388,000 | 0.77% |
| Richwood Investment Advisors, LLC | 13,677 | $584,000 | 0.64% |
| Surevest, LLC | 25,216 | $1,077,000 | 0.29% |
| Sanford Advisory Services, LLC | 23,308 | $996,000 | 0.28% |
| Aveo Capital Partners, LLC | 19,714 | $842,000 | 0.14% |
| FLAGSTAR ADVISORS INC | 8,851 | $377,981,000 | 0.14% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21,919 | $936,000 | 0.14% |
| Gladstone Institutional Advisory LLC | 40,032 | $1,709 | 0.13% |
| AVANTAX ADVISORY SERVICES, INC. | 175,522 | $7,495,000 | 0.12% |
| CHOREO, LLC | 23,812 | $1,017,000 | 0.06% |