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 | $797,993 | -15.0% | 13,360 | -9.9% | 0.06% | -11.9% |
| Q2 2023 | $938,781 | +4.4% | 14,833 | 0.0% | 0.07% | +4.7% |
| Q1 2023 | $899,473 | +1.5% | 14,833 | -1.8% | 0.06% | -5.9% |
| Q4 2022 | $886,386 | +6.8% | 15,108 | -1.9% | 0.07% | -1.4% |
| Q3 2022 | $830,000 | -5.5% | 15,404 | -1.1% | 0.07% | -1.4% |
| Q2 2022 | $878,000 | -20.4% | 15,574 | -5.0% | 0.07% | -5.4% |
| Q1 2022 | $1,103,000 | -5.8% | 16,394 | -0.5% | 0.07% | -2.6% |
| Q4 2021 | $1,171,000 | +4.9% | 16,474 | -1.0% | 0.08% | -13.6% |
| Q2 2021 | $1,116,000 | +5.9% | 16,639 | +297.0% | 0.09% | -13.7% |
| Q1 2021 | $1,054,000 | +6.9% | 4,191 | -0.4% | 0.10% | 0.0% |
| Q4 2020 | $986,000 | +85.3% | 4,209 | +58.7% | 0.10% | +148.8% |
| Q3 2020 | $532,000 | -38.4% | 2,653 | -35.6% | 0.04% | -62.4% |
| Q4 2019 | $863,000 | – | 4,119 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
| PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
| Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
| Matrix Trust Co | 148,922 | $8,737 | 2.21% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
| OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
| Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
| Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
| Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
| Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |