ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 107 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,867 | -2.6% | 492 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $32,728 | +4.1% | 492 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,439 | +139.0% | 492 | +136.5% | 0.00% | +100.0% |
| Q4 2022 | $13,154 | +9.6% | 208 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 207 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 205 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 204 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 203 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 202 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | – | 201 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |