ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,372,104 | -6.4% | 35,400 | 0.0% | 0.00% | – |
Q2 2023 | $1,465,914 | +6.2% | 35,400 | 0.0% | 0.00% | – |
Q1 2023 | $1,379,973 | +8.2% | 35,400 | 0.0% | 0.00% | – |
Q4 2022 | $1,275,816 | +4.0% | 35,400 | 0.0% | 0.00% | – |
Q3 2022 | $1,227,000 | -1.8% | 35,400 | 0.0% | 0.00% | – |
Q2 2022 | $1,250,000 | -53.3% | 35,400 | +301.3% | 0.00% | -100.0% |
Q4 2020 | $2,677,000 | -38.9% | 8,822 | -52.2% | 0.00% | 0.0% |
Q3 2020 | $4,383,000 | -1.3% | 18,447 | -8.2% | 0.00% | 0.0% |
Q2 2020 | $4,439,000 | +32.9% | 20,088 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $3,339,000 | -21.6% | 20,088 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $4,257,000 | +8.9% | 20,088 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $3,910,000 | -4.5% | 20,088 | -0.1% | 0.00% | 0.0% |
Q2 2019 | $4,096,000 | +2.1% | 20,114 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $4,012,000 | +20.0% | 20,114 | +0.1% | 0.00% | 0.0% |
Q4 2018 | $3,344,000 | -22.1% | 20,088 | -0.5% | 0.00% | 0.0% |
Q3 2018 | $4,293,000 | -43.1% | 20,188 | -46.8% | 0.00% | -50.0% |
Q2 2018 | $7,540,000 | +26.3% | 37,980 | +18.0% | 0.00% | 0.0% |
Q1 2018 | $5,971,000 | +11.3% | 32,180 | +7.7% | 0.00% | +100.0% |
Q4 2017 | $5,363,000 | -5.5% | 29,887 | -10.6% | 0.00% | 0.0% |
Q3 2017 | $5,674,000 | – | 33,439 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
Matrix Trust Co | 143,890 | $5,609 | 1.51% |
Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
Breakwater Capital Group | 22,083 | $860,846 | 0.36% |