ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 76 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 | $7,646 | +3.6% | 118,046 | +6.4% | 0.03% | +7.7% |
| Q2 2023 | $7,382 | -20.6% | 110,967 | -23.8% | 0.03% | -31.6% |
| Q1 2023 | $9,300 | +36.0% | 145,536 | +34.5% | 0.04% | +40.7% |
| Q4 2022 | $6,840 | -99.8% | 108,177 | +98.6% | 0.03% | +107.7% |
| Q3 2022 | $3,076,000 | -3.3% | 54,463 | +4.3% | 0.01% | -7.1% |
| Q2 2022 | $3,181,000 | +137.0% | 52,218 | +166.8% | 0.01% | +133.3% |
| Q1 2022 | $1,342,000 | +1.4% | 19,569 | +2.9% | 0.01% | +20.0% |
| Q4 2021 | $1,323,000 | +12.8% | 19,013 | +3.1% | 0.01% | 0.0% |
| Q3 2021 | $1,173,000 | +2.1% | 18,439 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $1,149,000 | -5.7% | 17,797 | +79.3% | 0.01% | -16.7% |
| Q1 2021 | $1,219,000 | +17.9% | 9,926 | +7.8% | 0.01% | +20.0% |
| Q4 2020 | $1,034,000 | +44.6% | 9,212 | +27.3% | 0.01% | +25.0% |
| Q3 2020 | $715,000 | -12.3% | 7,237 | -14.2% | 0.00% | -20.0% |
| Q2 2020 | $815,000 | +34.9% | 8,430 | +20.9% | 0.01% | 0.0% |
| Q1 2020 | $604,000 | -34.0% | 6,971 | -10.7% | 0.01% | -16.7% |
| Q4 2019 | $915,000 | -10.7% | 7,810 | -15.9% | 0.01% | -14.3% |
| Q3 2019 | $1,025,000 | +46.6% | 9,283 | +43.3% | 0.01% | +40.0% |
| Q2 2019 | $699,000 | +40.9% | 6,476 | +37.6% | 0.01% | +25.0% |
| Q1 2019 | $496,000 | +79.7% | 4,708 | +64.6% | 0.00% | +33.3% |
| Q4 2018 | $276,000 | +31.4% | 2,861 | +38.2% | 0.00% | +50.0% |
| Q2 2018 | $210,000 | 0.0% | 2,070 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $210,000 | -9.1% | 2,070 | -5.2% | 0.00% | 0.0% |
| Q4 2017 | $231,000 | +6.0% | 2,184 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $218,000 | +3.8% | 2,184 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $210,000 | 0.0% | 2,184 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $210,000 | +1.9% | 2,184 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $206,000 | – | 2,184 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |