ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,390 | -4.9% | 799 | 0.0% | 0.00% | – |
| Q2 2023 | $50,874 | +3.1% | 799 | +0.1% | 0.00% | – |
| Q1 2023 | $49,365 | -0.1% | 798 | +0.1% | 0.00% | – |
| Q4 2022 | $49,423 | +12.3% | 797 | +0.3% | 0.00% | – |
| Q3 2022 | $44,000 | -6.4% | 795 | +0.1% | 0.00% | – |
| Q2 2022 | $47,000 | -14.5% | 794 | +0.1% | 0.00% | – |
| Q1 2022 | $55,000 | +1.9% | 793 | +0.1% | 0.00% | – |
| Q4 2021 | $54,000 | +1.9% | 792 | -4.9% | 0.00% | – |
| Q3 2021 | $53,000 | 0.0% | 833 | +0.1% | 0.00% | – |
| Q2 2021 | $53,000 | +20.5% | 832 | +249.6% | 0.00% | – |
| Q1 2021 | $44,000 | -2.2% | 238 | -16.5% | 0.00% | – |
| Q4 2020 | $45,000 | +21.6% | 285 | 0.0% | 0.00% | – |
| Q3 2020 | $37,000 | +2.8% | 285 | 0.0% | 0.00% | – |
| Q2 2020 | $36,000 | +20.0% | 285 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -37.5% | 285 | 0.0% | 0.00% | – |
| Q4 2019 | $48,000 | +4.3% | 285 | 0.0% | 0.00% | – |
| Q3 2019 | $46,000 | +2.2% | 285 | 0.0% | 0.00% | – |
| Q2 2019 | $45,000 | -4.3% | 285 | -5.0% | 0.00% | – |
| Q1 2019 | $47,000 | +4.4% | 300 | -7.7% | 0.00% | – |
| Q4 2018 | $45,000 | -19.6% | 325 | -5.5% | 0.00% | – |
| Q3 2018 | $56,000 | 0.0% | 344 | -1.7% | 0.00% | – |
| Q2 2018 | $56,000 | +1.8% | 350 | 0.0% | 0.00% | – |
| Q1 2018 | $55,000 | +17.0% | 350 | +17.8% | 0.00% | – |
| Q4 2017 | $47,000 | +11.9% | 297 | +6.8% | 0.00% | – |
| Q3 2017 | $42,000 | +2.4% | 278 | 0.0% | 0.00% | – |
| Q2 2017 | $41,000 | -33.9% | 278 | -34.0% | 0.00% | – |
| Q1 2017 | $62,000 | +55.0% | 421 | +51.4% | 0.00% | – |
| Q4 2016 | $40,000 | +8.1% | 278 | 0.0% | 0.00% | – |
| Q3 2016 | $37,000 | +23.3% | 278 | +16.3% | 0.00% | – |
| Q2 2016 | $30,000 | 0.0% | 239 | 0.0% | 0.00% | – |
| Q1 2016 | $30,000 | +7.1% | 239 | 0.0% | 0.00% | – |
| Q4 2015 | $28,000 | +3.7% | 239 | 0.0% | 0.00% | – |
| Q3 2015 | $27,000 | -10.0% | 239 | 0.0% | 0.00% | – |
| Q2 2015 | $30,000 | 0.0% | 239 | 0.0% | 0.00% | – |
| Q1 2015 | $30,000 | – | 239 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |