ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $975,536 | -20.0% | 25,169 | -14.5% | 0.00% | -100.0% |
| Q2 2023 | $1,219,455 | +27.0% | 29,448 | +19.5% | 0.00% | – |
| Q1 2023 | $960,415 | +30.8% | 24,637 | +20.9% | 0.00% | – |
| Q4 2022 | $734,245 | +4.7% | 20,373 | +0.7% | 0.00% | – |
| Q3 2022 | $701,000 | -6.7% | 20,231 | -4.9% | 0.00% | – |
| Q2 2022 | $751,000 | -38.5% | 21,264 | -23.0% | 0.00% | -100.0% |
| Q1 2022 | $1,221,000 | -54.3% | 27,628 | -48.7% | 0.00% | 0.0% |
| Q4 2021 | $2,671,000 | -12.5% | 53,813 | -13.2% | 0.00% | -50.0% |
| Q3 2021 | $3,051,000 | -45.4% | 61,971 | -42.5% | 0.00% | -33.3% |
| Q2 2021 | $5,587,000 | +4.5% | 107,833 | +505.8% | 0.00% | 0.0% |
| Q1 2021 | $5,348,000 | +7.2% | 17,801 | +8.3% | 0.00% | -25.0% |
| Q4 2020 | $4,989,000 | +118.1% | 16,438 | +70.7% | 0.00% | +100.0% |
| Q3 2020 | $2,288,000 | +136.1% | 9,630 | +119.7% | 0.00% | +100.0% |
| Q2 2020 | $969,000 | +1.9% | 4,383 | -23.3% | 0.00% | 0.0% |
| Q1 2020 | $951,000 | -32.6% | 5,718 | -14.1% | 0.00% | 0.0% |
| Q4 2019 | $1,411,000 | +10.9% | 6,660 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $1,272,000 | -1.5% | 6,535 | +3.0% | 0.00% | -50.0% |
| Q2 2019 | $1,291,000 | +14.8% | 6,342 | +12.5% | 0.00% | 0.0% |
| Q1 2019 | $1,125,000 | -4.4% | 5,639 | -20.3% | 0.00% | 0.0% |
| Q4 2018 | $1,177,000 | +242.2% | 7,071 | +337.8% | 0.00% | +100.0% |
| Q3 2018 | $344,000 | -15.9% | 1,615 | -43.1% | 0.00% | -50.0% |
| Q3 2016 | $409,000 | +7.3% | 2,838 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $381,000 | +25.7% | 2,841 | +20.6% | 0.00% | +100.0% |
| Q1 2016 | $303,000 | -5.9% | 2,356 | -1.3% | 0.00% | 0.0% |
| Q4 2015 | $322,000 | +9.9% | 2,388 | +5.0% | 0.00% | 0.0% |
| Q3 2015 | $293,000 | +2153.8% | 2,275 | +2221.4% | 0.00% | – |
| Q4 2014 | $13,000 | -7.1% | 98 | -11.7% | 0.00% | – |
| Q3 2014 | $14,000 | +40.0% | 111 | +46.1% | 0.00% | – |
| Q2 2014 | $10,000 | -23.1% | 76 | -25.5% | 0.00% | – |
| Q1 2014 | $13,000 | +30.0% | 102 | +37.8% | 0.00% | – |
| Q4 2013 | $10,000 | +25.0% | 74 | +21.3% | 0.00% | – |
| Q3 2013 | $8,000 | +700.0% | 61 | +662.5% | 0.00% | – |
| Q2 2013 | $1,000 | – | 8 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |