ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,934 | +25.5% | 10,860 | +34.1% | 0.00% | – |
| Q2 2023 | $335,421 | +6.2% | 8,100 | 0.0% | 0.00% | – |
| Q1 2023 | $315,757 | +8.2% | 8,100 | 0.0% | 0.00% | – |
| Q4 2022 | $291,924 | +3.9% | 8,100 | 0.0% | 0.00% | – |
| Q3 2022 | $281,000 | -1.7% | 8,100 | 0.0% | 0.00% | – |
| Q2 2022 | $286,000 | -20.1% | 8,100 | 0.0% | 0.00% | – |
| Q1 2022 | $358,000 | -10.9% | 8,100 | 0.0% | 0.00% | – |
| Q4 2021 | $402,000 | +0.8% | 8,100 | 0.0% | 0.00% | – |
| Q3 2021 | $399,000 | -5.0% | 8,100 | 0.0% | 0.00% | – |
| Q2 2021 | $420,000 | +3.4% | 8,100 | +500.0% | 0.00% | – |
| Q1 2021 | $406,000 | -1.0% | 1,350 | 0.0% | 0.00% | – |
| Q4 2020 | $410,000 | +27.7% | 1,350 | 0.0% | 0.00% | – |
| Q3 2020 | $321,000 | +7.7% | 1,350 | 0.0% | 0.00% | – |
| Q2 2020 | $298,000 | +33.0% | 1,350 | 0.0% | 0.00% | – |
| Q1 2020 | $224,000 | -21.7% | 1,350 | 0.0% | 0.00% | – |
| Q4 2019 | $286,000 | +8.7% | 1,350 | 0.0% | 0.00% | – |
| Q3 2019 | $263,000 | -4.4% | 1,350 | 0.0% | 0.00% | – |
| Q2 2019 | $275,000 | +2.2% | 1,350 | 0.0% | 0.00% | – |
| Q1 2019 | $269,000 | +9.3% | 1,350 | +16.9% | 0.00% | – |
| Q3 2018 | $246,000 | +7.4% | 1,155 | 0.0% | 0.00% | – |
| Q2 2018 | $229,000 | – | 1,155 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 40,078 | $6,662,000 | 9.46% |
| Provident Wealth Management, LLC | 17,812 | $2,961,000 | 3.62% |
| Matrix Trust Co | 24,208 | $4,024,000 | 1.09% |
| Courage Miller Partners, LLC | 5,361 | $891,000 | 0.55% |
| TAP Consulting, LLC | 4,700 | $781,000 | 0.53% |
| BEAM WEALTH ADVISORS, INC. | 2,996 | $498,000 | 0.49% |
| Towerpoint Wealth, LLC | 1,924 | $320,000 | 0.25% |
| Private Wealth Strategies, L.L.C. | 2,741 | $455,000 | 0.23% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,645 | $1,604,000 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 17,127 | $2,849,000 | 0.08% |