ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,181,214 | +31.6% | 86,744 | +39.5% | 0.85% | +36.1% |
| Q2 2023 | $3,936,568 | +30.3% | 62,199 | +24.8% | 0.62% | +17.3% |
| Q1 2023 | $3,022,033 | +37.9% | 49,836 | +33.4% | 0.53% | +21.0% |
| Q4 2022 | $2,191,751 | +212.2% | 37,357 | +186.6% | 0.44% | +188.8% |
| Q3 2022 | $702,000 | +67.9% | 13,033 | +75.7% | 0.15% | +70.8% |
| Q2 2022 | $418,000 | – | 7,417 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |