ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 80 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,453,388 | -5.6% | 398,691 | +0.8% | 0.02% | -4.8% |
| Q2 2023 | $16,375,464 | +8.2% | 395,447 | +1.8% | 0.02% | 0.0% |
| Q1 2023 | $15,139,496 | +12.4% | 388,369 | +3.9% | 0.02% | +5.0% |
| Q4 2022 | $13,470,623 | +7.3% | 373,767 | +3.2% | 0.02% | -9.1% |
| Q3 2022 | $12,553,000 | +3762.5% | 362,175 | +3835.0% | 0.02% | +2100.0% |
| Q2 2022 | $325,000 | -83.2% | 9,204 | -79.0% | 0.00% | -66.7% |
| Q1 2022 | $1,936,000 | +2051.1% | 43,803 | +2322.7% | 0.00% | – |
| Q4 2021 | $90,000 | +21.6% | 1,808 | +19.2% | 0.00% | – |
| Q3 2021 | $74,000 | -5.1% | 1,517 | +0.3% | 0.00% | – |
| Q2 2021 | $78,000 | -16.1% | 1,512 | +390.9% | 0.00% | – |
| Q1 2021 | $93,000 | +9.4% | 308 | +10.4% | 0.00% | – |
| Q4 2020 | $85,000 | +77.1% | 279 | +39.5% | 0.00% | – |
| Q3 2020 | $48,000 | -4.0% | 200 | -11.5% | 0.00% | – |
| Q2 2020 | $50,000 | -35.1% | 226 | -51.3% | 0.00% | – |
| Q1 2020 | $77,000 | -8.3% | 464 | +17.8% | 0.00% | – |
| Q4 2019 | $84,000 | +15.1% | 394 | +5.3% | 0.00% | – |
| Q3 2019 | $73,000 | +32.7% | 374 | +38.5% | 0.00% | – |
| Q2 2019 | $55,000 | +3.8% | 270 | +1.9% | 0.00% | – |
| Q1 2019 | $53,000 | -7.0% | 265 | -22.1% | 0.00% | – |
| Q4 2018 | $57,000 | -14.9% | 340 | +8.3% | 0.00% | – |
| Q3 2018 | $67,000 | +21.8% | 314 | +14.2% | 0.00% | – |
| Q2 2018 | $55,000 | +7.8% | 275 | 0.0% | 0.00% | – |
| Q1 2018 | $51,000 | +4.1% | 275 | 0.0% | 0.00% | – |
| Q4 2017 | $49,000 | -2.0% | 275 | -6.1% | 0.00% | – |
| Q3 2017 | $50,000 | +13.6% | 293 | +6.5% | 0.00% | – |
| Q2 2017 | $44,000 | +4.8% | 275 | 0.0% | 0.00% | – |
| Q1 2017 | $42,000 | +5.0% | 275 | 0.0% | 0.00% | – |
| Q4 2016 | $40,000 | +233.3% | 275 | +205.6% | 0.00% | – |
| Q4 2014 | $12,000 | – | 90 | – | 0.00% | – |
Download | ||||||
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% |