ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 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 | $419,245 | +128898.5% | 7,019 | +33.8% | 0.00% | -33.3% |
| Q4 2022 | $325 | -99.9% | 5,245 | -31.1% | 0.00% | -25.0% |
| Q3 2022 | $426,000 | +25.3% | 7,613 | +31.3% | 0.00% | +33.3% |
| Q2 2022 | $340,000 | +22.7% | 5,798 | +41.4% | 0.00% | +50.0% |
| Q1 2022 | $277,000 | +35.8% | 4,100 | +42.5% | 0.00% | +100.0% |
| Q3 2021 | $204,000 | -43.5% | 2,877 | +93.3% | 0.00% | -50.0% |
| Q4 2020 | $361,000 | +20.3% | 1,488 | +4.0% | 0.00% | 0.0% |
| Q3 2020 | $300,000 | +10.3% | 1,431 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $272,000 | +10.1% | 1,394 | +19.5% | 0.00% | 0.0% |
| Q4 2019 | $247,000 | -37.2% | 1,167 | -40.6% | 0.00% | -33.3% |
| Q3 2019 | $393,000 | -13.6% | 1,965 | -15.6% | 0.00% | -25.0% |
| Q2 2019 | $455,000 | +73.0% | 2,329 | +70.5% | 0.00% | +100.0% |
| Q1 2019 | $263,000 | – | 1,366 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |