ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,265 | -5.3% | 81,294 | -2.7% | 0.03% | -6.5% |
| Q2 2023 | $5,557 | +4.6% | 83,535 | +0.4% | 0.03% | -18.4% |
| Q1 2023 | $5,315 | +1.2% | 83,172 | +0.2% | 0.04% | +11.8% |
| Q4 2022 | $5,250 | -99.9% | 83,024 | +1.4% | 0.03% | -2.9% |
| Q3 2022 | $4,626,000 | -6.1% | 81,915 | +0.4% | 0.04% | -5.4% |
| Q2 2022 | $4,925,000 | -12.4% | 81,559 | -0.5% | 0.04% | -7.5% |
| Q1 2022 | $5,623,000 | -6.6% | 81,985 | -5.3% | 0.04% | -7.0% |
| Q4 2021 | $6,023,000 | +129.3% | 86,537 | +109.6% | 0.04% | +104.8% |
| Q3 2021 | $2,627,000 | +3.9% | 41,285 | +5.4% | 0.02% | 0.0% |
| Q2 2021 | $2,529,000 | +19.5% | 39,176 | +127.3% | 0.02% | +5.0% |
| Q1 2021 | $2,117,000 | +20.2% | 17,237 | +9.9% | 0.02% | +5.3% |
| Q4 2020 | $1,761,000 | +15.7% | 15,691 | +1.9% | 0.02% | 0.0% |
| Q3 2020 | $1,522,000 | +4.4% | 15,398 | +2.1% | 0.02% | -5.0% |
| Q2 2020 | $1,458,000 | +49.4% | 15,074 | +33.7% | 0.02% | +17.6% |
| Q1 2020 | $976,000 | +81.1% | 11,276 | +120.8% | 0.02% | +70.0% |
| Q4 2017 | $539,000 | – | 5,106 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 318,038 | $27,542,000 | 7.44% |
| SPC Financial, Inc. | 121,342 | $10,508,000 | 2.68% |
| VisionPoint Advisory Group, LLC | 39,044 | $3,381,000 | 1.58% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 16,644 | $1,441,000 | 1.49% |
| Equitable Holdings, Inc. | 412,536 | $35,726,000 | 1.28% |
| TAP Consulting, LLC | 16,987 | $1,471,000 | 0.99% |
| GenWealth Group, Inc. | 19,678 | $1,704,000 | 0.74% |
| Courage Miller Partners, LLC | 8,275 | $716,000 | 0.44% |
| Brand Asset Management Group, Inc. | 6,610 | $572,000 | 0.42% |
| Towerpoint Wealth, LLC | 5,590 | $484,000 | 0.38% |