ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,638 | +99.3% | 3,658 | +109.5% | 0.01% | +83.3% |
| Q2 2023 | $111,220 | +7.8% | 1,746 | +4.7% | 0.01% | 0.0% |
| Q1 2023 | $103,216 | +48.4% | 1,668 | +48.8% | 0.01% | +50.0% |
| Q4 2022 | $69,558 | +202.4% | 1,121 | +208.8% | 0.00% | +300.0% |
| Q3 2021 | $23,000 | 0.0% | 363 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 363 | +200.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | – | 121 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 216,061 | $13,370 | 3.60% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,078 | $5,697,787 | 1.98% |
| FLAGSTAR ADVISORS INC | 74,730 | $4,624,303 | 1.68% |
| Black Diamond Financial, LLC | 64,987 | $4,021,403 | 1.32% |
| PCA Investment Advisory Services Inc. | 24,279 | $1,502,397 | 1.06% |
| Bedel Financial Consulting, Inc. | 54,290 | $3,359,444 | 0.82% |
| Marietta Wealth Management, LLC | 51,877 | $3,210,149 | 0.68% |
| Rodgers & Associates, LTD | 67,178 | $4,156,977 | 0.64% |
| Orgel Wealth Management, LLC | 283,668 | $17,553,376 | 0.63% |
| Courage Miller Partners, LLC | 23,074 | $1,427,819 | 0.60% |