ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,259 | -2.2% | 11,694 | +4.5% | 0.01% | 0.0% |
| Q2 2023 | $463,544 | +36.7% | 11,194 | +28.7% | 0.01% | +40.0% |
| Q1 2023 | $339,185 | +8.2% | 8,701 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $313,440 | -12.2% | 8,697 | -15.6% | 0.01% | -28.6% |
| Q3 2022 | $357,000 | +17.8% | 10,301 | +20.0% | 0.01% | +16.7% |
| Q2 2022 | $303,000 | -22.5% | 8,586 | -3.0% | 0.01% | 0.0% |
| Q1 2022 | $391,000 | -17.9% | 8,848 | -7.8% | 0.01% | -14.3% |
| Q4 2021 | $476,000 | -0.4% | 9,596 | -1.2% | 0.01% | -12.5% |
| Q3 2021 | $478,000 | -4.6% | 9,717 | +0.5% | 0.01% | -11.1% |
| Q2 2021 | $501,000 | -1.4% | 9,666 | +471.6% | 0.01% | -18.2% |
| Q1 2021 | $508,000 | +12.4% | 1,691 | +13.5% | 0.01% | +10.0% |
| Q4 2020 | $452,000 | +29.1% | 1,490 | +1.1% | 0.01% | +11.1% |
| Q3 2020 | $350,000 | +7.4% | 1,474 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $326,000 | +53.8% | 1,474 | +15.7% | 0.01% | +12.5% |
| Q1 2020 | $212,000 | – | 1,274 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |