ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 107 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,306 | -2.6% | 190 | 0.0% | 0.00% | – |
| Q2 2023 | $12,639 | +4.1% | 190 | 0.0% | 0.00% | – |
| Q1 2023 | $12,141 | +1.1% | 190 | 0.0% | 0.00% | – |
| Q4 2022 | $12,014 | +9.2% | 190 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 190 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -20.0% | 190 | +50.8% | 0.00% | – |
| Q1 2021 | $15,000 | +7.1% | 126 | 0.0% | 0.00% | – |
| Q4 2020 | $14,000 | +16.7% | 126 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +9.1% | 126 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -26.7% | 126 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | +7.1% | 126 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | +7.7% | 126 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 126 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -58.6% | 126 | -54.0% | 0.00% | – |
| Q3 2018 | $29,000 | -60.8% | 274 | -62.5% | 0.00% | – |
| Q2 2018 | $74,000 | 0.0% | 730 | 0.0% | 0.00% | – |
| Q1 2018 | $74,000 | -3.9% | 730 | 0.0% | 0.00% | – |
| Q4 2017 | $77,000 | +5.5% | 730 | 0.0% | 0.00% | – |
| Q3 2017 | $73,000 | +4.3% | 730 | 0.0% | 0.00% | – |
| Q2 2017 | $70,000 | 0.0% | 730 | 0.0% | 0.00% | – |
| Q1 2017 | $70,000 | +1.4% | 730 | 0.0% | 0.00% | – |
| Q4 2016 | $69,000 | +3.0% | 730 | -4.1% | 0.00% | – |
| Q3 2016 | $67,000 | +1.5% | 761 | -0.1% | 0.00% | – |
| Q2 2016 | $66,000 | -2.9% | 762 | -6.2% | 0.00% | – |
| Q1 2016 | $68,000 | +172.0% | 812 | +167.1% | 0.00% | – |
| Q4 2015 | $25,000 | -75.2% | 304 | -76.7% | 0.00% | – |
| Q3 2015 | $101,000 | -7.3% | 1,304 | 0.0% | 0.00% | – |
| Q2 2015 | $109,000 | -33.9% | 1,304 | -33.9% | 0.00% | – |
| Q1 2015 | $165,000 | – | 1,973 | – | 0.00% | – |
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% |