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 | $954,314 | -69.4% | 20,269 | -67.6% | 0.00% | -100.0% |
| Q2 2023 | $3,115,124 | +195.9% | 62,653 | +182.1% | 0.00% | – |
| Q1 2023 | $1,052,700 | -65.8% | 22,208 | -67.1% | 0.00% | -100.0% |
| Q4 2022 | $3,079,461 | +43.0% | 67,531 | +33.8% | 0.00% | 0.0% |
| Q3 2022 | $2,154,000 | +51.5% | 50,457 | +57.0% | 0.00% | – |
| Q2 2022 | $1,422,000 | -23.1% | 32,143 | -6.9% | 0.00% | – |
| Q1 2022 | $1,848,000 | -12.5% | 34,516 | -6.5% | 0.00% | -100.0% |
| Q4 2021 | $2,112,000 | -2.3% | 36,920 | -4.2% | 0.00% | – |
| Q3 2021 | $2,161,000 | -1.3% | 38,535 | +3.3% | 0.00% | – |
| Q2 2021 | $2,189,000 | +0.1% | 37,317 | +285.0% | 0.00% | – |
| Q1 2021 | $2,186,000 | +5.2% | 9,693 | -7.9% | 0.00% | – |
| Q4 2020 | $2,077,000 | +10.4% | 10,525 | -12.3% | 0.00% | -100.0% |
| Q3 2020 | $1,882,000 | -0.3% | 12,000 | -3.7% | 0.00% | 0.0% |
| Q2 2020 | $1,888,000 | -34.2% | 12,466 | -45.6% | 0.00% | 0.0% |
| Q1 2020 | $2,871,000 | -7.1% | 22,913 | +40.0% | 0.00% | 0.0% |
| Q4 2019 | $3,090,000 | +10.9% | 16,362 | +2.8% | 0.00% | 0.0% |
| Q3 2019 | $2,787,000 | +0.8% | 15,917 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $2,766,000 | +0.4% | 15,837 | -2.7% | 0.00% | 0.0% |
| Q1 2019 | $2,755,000 | +11.9% | 16,274 | -2.3% | 0.00% | 0.0% |
| Q4 2018 | $2,463,000 | -47.4% | 16,655 | -35.9% | 0.00% | 0.0% |
| Q3 2018 | $4,680,000 | +29.9% | 25,963 | +28.8% | 0.00% | 0.0% |
| Q2 2018 | $3,602,000 | +38.2% | 20,152 | +30.5% | 0.00% | 0.0% |
| Q1 2018 | $2,606,000 | -38.8% | 15,438 | -36.8% | 0.00% | 0.0% |
| Q4 2017 | $4,257,000 | +64.9% | 24,444 | +57.9% | 0.00% | 0.0% |
| Q3 2017 | $2,581,000 | -7.4% | 15,485 | -10.3% | 0.00% | 0.0% |
| Q2 2017 | $2,788,000 | +4.1% | 17,258 | +2.8% | 0.00% | 0.0% |
| Q1 2017 | $2,678,000 | -26.4% | 16,787 | -28.0% | 0.00% | 0.0% |
| Q4 2016 | $3,640,000 | +55.8% | 23,302 | +44.4% | 0.00% | 0.0% |
| Q3 2016 | $2,336,000 | +44.8% | 16,136 | +34.9% | 0.00% | 0.0% |
| Q2 2016 | $1,613,000 | +11.6% | 11,963 | +10.2% | 0.00% | 0.0% |
| Q1 2016 | $1,445,000 | -62.1% | 10,852 | -63.4% | 0.00% | -50.0% |
| Q4 2015 | $3,813,000 | -9.4% | 29,673 | -10.8% | 0.00% | 0.0% |
| Q3 2015 | $4,207,000 | -9.9% | 33,260 | +2.1% | 0.00% | 0.0% |
| Q2 2015 | $4,667,000 | -51.6% | 32,587 | -51.5% | 0.00% | 0.0% |
| Q1 2015 | $9,650,000 | +135.5% | 67,162 | +127.3% | 0.00% | 0.0% |
| Q4 2014 | $4,097,000 | +7.8% | 29,552 | +0.7% | 0.00% | 0.0% |
| Q3 2014 | $3,801,000 | -5.0% | 29,361 | +0.7% | 0.00% | 0.0% |
| Q2 2014 | $4,003,000 | +16.3% | 29,147 | +12.5% | 0.00% | +100.0% |
| Q1 2014 | $3,441,000 | -29.0% | 25,909 | -30.9% | 0.00% | -50.0% |
| Q4 2013 | $4,846,000 | +94.1% | 37,486 | +78.7% | 0.00% | +100.0% |
| Q3 2013 | $2,497,000 | +2.4% | 20,978 | -5.5% | 0.00% | 0.0% |
| Q2 2013 | $2,439,000 | – | 22,201 | – | 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% |