ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 66 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,656 | -5.3% | 8,000 | 0.0% | 0.00% | – |
| Q2 2023 | $397,768 | +4.9% | 8,000 | 0.0% | 0.00% | – |
| Q1 2023 | $379,200 | +3.9% | 8,000 | 0.0% | 0.00% | – |
| Q4 2022 | $364,808 | +6.7% | 8,000 | 0.0% | 0.00% | – |
| Q3 2022 | $342,000 | -3.4% | 8,000 | 0.0% | 0.00% | – |
| Q2 2022 | $354,000 | -17.3% | 8,000 | 0.0% | 0.00% | – |
| Q1 2022 | $428,000 | -6.6% | 8,000 | 0.0% | 0.00% | – |
| Q4 2021 | $458,000 | +2.2% | 8,000 | 0.0% | 0.00% | – |
| Q3 2021 | $448,000 | -4.7% | 8,000 | 0.0% | 0.00% | – |
| Q2 2021 | $470,000 | +4.0% | 8,000 | +300.0% | 0.00% | – |
| Q1 2021 | $452,000 | +14.7% | 2,000 | 0.0% | 0.00% | – |
| Q4 2020 | $394,000 | +25.5% | 2,000 | 0.0% | 0.00% | – |
| Q3 2020 | $314,000 | +4.0% | 2,000 | 0.0% | 0.00% | – |
| Q2 2020 | $302,000 | +20.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2020 | $250,000 | -33.9% | 2,000 | 0.0% | 0.00% | – |
| Q4 2019 | $378,000 | +8.0% | 2,000 | 0.0% | 0.00% | – |
| Q3 2019 | $350,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q2 2019 | $350,000 | +3.6% | 2,000 | 0.0% | 0.00% | – |
| Q1 2019 | $338,000 | +8.7% | 2,000 | -4.8% | 0.00% | – |
| Q4 2018 | $311,000 | -19.6% | 2,100 | -2.3% | 0.00% | – |
| Q3 2018 | $387,000 | -14.0% | 2,150 | -14.4% | 0.00% | – |
| Q2 2018 | $450,000 | +6.1% | 2,512 | 0.0% | 0.00% | – |
| Q1 2018 | $424,000 | -7.4% | 2,512 | -4.7% | 0.00% | – |
| Q4 2017 | $458,000 | +1.1% | 2,636 | -2.7% | 0.00% | – |
| Q3 2017 | $453,000 | +3.4% | 2,709 | +0.1% | 0.00% | – |
| Q2 2017 | $438,000 | +1.2% | 2,707 | 0.0% | 0.00% | – |
| Q1 2017 | $433,000 | +2.6% | 2,707 | +0.0% | 0.00% | – |
| Q4 2016 | $422,000 | +7.7% | 2,706 | +0.1% | 0.00% | – |
| Q3 2016 | $392,000 | +5.1% | 2,704 | -2.2% | 0.00% | – |
| Q2 2016 | $373,000 | +1.6% | 2,764 | +0.1% | 0.00% | – |
| Q1 2016 | $367,000 | -0.3% | 2,761 | -4.0% | 0.00% | – |
| Q4 2015 | $368,000 | -3.4% | 2,875 | -4.4% | 0.00% | – |
| Q3 2015 | $381,000 | -11.4% | 3,007 | 0.0% | 0.00% | – |
| Q2 2015 | $430,000 | -10.8% | 3,007 | -10.3% | 0.00% | -100.0% |
| Q1 2015 | $482,000 | +883.7% | 3,351 | +843.9% | 0.00% | – |
| Q4 2014 | $49,000 | +6.5% | 355 | 0.0% | 0.00% | – |
| Q3 2014 | $46,000 | +48.4% | 355 | +57.8% | 0.00% | – |
| Q2 2014 | $31,000 | – | 225 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 36,218 | $1,939,000 | 0.86% |
| Richwood Investment Advisors, LLC | 15,577 | $834,000 | 0.74% |
| Sanford Advisory Services, LLC | 23,635 | $1,267,000 | 0.34% |
| Surevest, LLC | 22,776 | $1,219,000 | 0.29% |
| Aveo Capital Partners, LLC | 21,675 | $1,160,000 | 0.20% |
| FLAGSTAR ADVISORS INC | 10,120 | $541,000 | 0.17% |
| Gladstone Institutional Advisory LLC | 41,242 | $2,208 | 0.15% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,217 | $1,189,000 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 91,990 | $4,923,000 | 0.07% |
| CHOREO, LLC | 23,881 | $1,279,000 | 0.06% |