ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,610,243 | +11.8% | 110,669 | +18.5% | 2.24% | +14.4% |
| Q2 2023 | $5,912,597 | +4.4% | 93,421 | +0.0% | 1.96% | -0.5% |
| Q1 2023 | $5,664,485 | +1.3% | 93,412 | -2.0% | 1.97% | -0.4% |
| Q4 2022 | $5,591,146 | +6.7% | 95,298 | -2.0% | 1.98% | -17.9% |
| Q3 2022 | $5,238,000 | -5.6% | 97,222 | -1.3% | 2.41% | +5.8% |
| Q2 2022 | $5,551,000 | -18.6% | 98,504 | -2.8% | 2.28% | -20.0% |
| Q1 2022 | $6,820,000 | – | 101,336 | – | 2.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |