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 | $466,907 | -6.3% | 7,706 | -1.5% | 0.05% | -1.9% |
| Q2 2023 | $498,453 | +5.6% | 7,825 | +2.6% | 0.05% | 0.0% |
| Q1 2023 | $471,835 | +9.5% | 7,625 | +9.8% | 0.05% | +1.9% |
| Q4 2022 | $430,751 | +18.7% | 6,942 | +7.0% | 0.05% | +4.0% |
| Q3 2022 | $363,000 | -5.2% | 6,487 | +0.4% | 0.05% | -2.0% |
| Q2 2022 | $383,000 | – | 6,459 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |