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 | $323,850 | -2.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $332,600 | +4.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $319,500 | +1.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $316,150 | +12.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $282,000 | -6.3% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $301,000 | -12.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $342,000 | -1.7% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $348,000 | +9.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $318,000 | -1.2% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $322,000 | – | 5,000 | – | 0.00% | – |
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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% |