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 ↓ |
---|---|---|---|
SEARCY FINANCIAL SERVICES INC /ADV | 376,086 | $18,669,000 | 8.36% |
SHELTON WEALTH MANAGEMENT, LLC | 51,966 | $2,580,000 | 2.03% |
Matrix Trust Co | 150,074 | $7,450,000 | 1.81% |
Integrity Financial Corp /WA | 26,024 | $1,292,000 | 0.96% |
BEAM WEALTH ADVISORS, INC. | 12,622 | $627,000 | 0.72% |
Aspire Wealth Management Corp | 13,949 | $692,000 | 0.56% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 70,803 | $3,515,000 | 0.53% |
Monterey Private Wealth, Inc. | 20,574 | $1,021,000 | 0.51% |
Armbruster Capital Management, Inc. | 40,676 | $2,019,000 | 0.46% |
Courage Miller Partners, LLC | 20,367 | $1,011,000 | 0.38% |