ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $81,862 | +8.2% | 2,100 | 0.0% | 0.00% | – |
| Q4 2022 | $75,684 | +3.7% | 2,100 | 0.0% | 0.00% | – |
| Q3 2022 | $73,000 | -1.4% | 2,100 | 0.0% | 0.00% | – |
| Q2 2022 | $74,000 | -20.4% | 2,100 | 0.0% | 0.00% | – |
| Q1 2022 | $93,000 | -10.6% | 2,100 | 0.0% | 0.00% | – |
| Q4 2021 | $104,000 | +1.0% | 2,100 | 0.0% | 0.00% | – |
| Q3 2021 | $103,000 | -5.5% | 2,100 | 0.0% | 0.00% | – |
| Q2 2021 | $109,000 | +3.8% | 2,100 | +500.0% | 0.00% | – |
| Q1 2021 | $105,000 | -0.9% | 350 | 0.0% | 0.00% | – |
| Q4 2020 | $106,000 | +27.7% | 350 | 0.0% | 0.00% | – |
| Q3 2020 | $83,000 | +7.8% | 350 | 0.0% | 0.00% | – |
| Q2 2020 | $77,000 | +32.8% | 350 | 0.0% | 0.00% | – |
| Q1 2020 | $58,000 | -27.5% | 350 | -7.4% | 0.00% | – |
| Q4 2019 | $80,000 | +8.1% | 378 | 0.0% | 0.00% | – |
| Q3 2019 | $74,000 | -3.9% | 378 | 0.0% | 0.00% | – |
| Q2 2019 | $77,000 | +10.0% | 378 | +8.0% | 0.00% | – |
| Q1 2019 | $70,000 | +20.7% | 350 | 0.0% | 0.00% | – |
| Q4 2018 | $58,000 | -37.6% | 350 | -20.3% | 0.00% | – |
| Q3 2018 | $93,000 | -12.3% | 439 | -17.8% | 0.00% | – |
| Q2 2018 | $106,000 | +7.1% | 534 | 0.0% | 0.00% | – |
| Q1 2018 | $99,000 | -10.8% | 534 | -13.5% | 0.00% | – |
| Q4 2017 | $111,000 | +484.2% | 617 | +446.0% | 0.00% | – |
| Q3 2017 | $19,000 | +5.6% | 113 | 0.0% | 0.00% | – |
| Q2 2017 | $18,000 | +5.9% | 113 | 0.0% | 0.00% | – |
| Q1 2017 | $17,000 | +6.2% | 113 | 0.0% | 0.00% | – |
| Q4 2016 | $16,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q3 2016 | $16,000 | +6.7% | 113 | 0.0% | 0.00% | – |
| Q2 2016 | $15,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q1 2016 | $15,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q4 2015 | $15,000 | -62.5% | 113 | -63.9% | 0.00% | – |
| Q3 2015 | $40,000 | +150.0% | 313 | +177.0% | 0.00% | – |
| Q2 2015 | $16,000 | -51.5% | 113 | -50.4% | 0.00% | – |
| Q1 2015 | $33,000 | +266.7% | 228 | +225.7% | 0.00% | – |
| Q3 2014 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2014 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2014 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2013 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2013 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 70 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |