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 | $64,770 | -2.6% | 1,000 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $66,520 | +4.1% | 1,000 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $63,900 | +1.1% | 1,000 | 0.0% | 0.03% | +3.1% |
| Q4 2022 | $63,230 | +12.9% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $56,000 | -6.7% | 1,000 | 0.0% | 0.03% | +3.2% |
| Q2 2022 | $60,000 | -13.0% | 1,000 | 0.0% | 0.03% | -8.8% |
| Q1 2022 | $69,000 | -1.4% | 1,000 | 0.0% | 0.03% | +3.0% |
| Q4 2021 | $70,000 | +9.4% | 1,000 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $64,000 | – | 1,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 144,671 | $14,621,000 | 7.18% |
| SPC Financial, Inc. | 97,755 | $9,938,000 | 2.17% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 15,156 | $1,540,000 | 1.38% |
| Courage Miller Partners, LLC | 13,696 | $1,392,000 | 0.83% |
| Brand Asset Management Group, Inc. | 7,353 | $748,000 | 0.57% |
| Cypress Wealth Services, LLC | 11,541 | $1,173,000 | 0.45% |
| IFG Advisory, LLC | 10,660 | $1,655,000 | 0.34% |
| Ullmann Wealth Partners Group, LLC | 3,472 | $352,000 | 0.24% |
| AXA S.A. | 441,936 | $44,929,000 | 0.17% |
| Summit Asset Management, LLC | 3,157 | $321,000 | 0.15% |