ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,570 | +87991.9% | 11,076 | -6.7% | 0.02% | -9.1% |
| Q2 2023 | $751 | +4.3% | 11,867 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $720 | +2.7% | 11,867 | -0.7% | 0.02% | -4.2% |
| Q4 2022 | $701 | -99.9% | 11,956 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $644,000 | -33.3% | 11,956 | -30.2% | 0.02% | -31.4% |
| Q2 2022 | $965,000 | -16.3% | 17,130 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $1,153,000 | -5.3% | 17,130 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $1,218,000 | +200.0% | 17,130 | +181.0% | 0.04% | +157.1% |
| Q3 2021 | $406,000 | +9.4% | 6,097 | +10.2% | 0.01% | +16.7% |
| Q2 2021 | $371,000 | +3.9% | 5,535 | +290.1% | 0.01% | 0.0% |
| Q1 2021 | $357,000 | +25.3% | 1,419 | +16.8% | 0.01% | +9.1% |
| Q4 2020 | $285,000 | +17.3% | 1,215 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $243,000 | -4.3% | 1,215 | -11.6% | 0.01% | -16.7% |
| Q2 2020 | $254,000 | +20.4% | 1,375 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $211,000 | – | 1,375 | – | 0.01% | – |
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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% |