ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 32 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,679 | +51.1% | 15,549 | +61.4% | 0.00% | – |
| Q2 2023 | $398,820 | -55.7% | 9,631 | -58.3% | 0.00% | – |
| Q1 2023 | $900,258 | +318.3% | 23,094 | +286.8% | 0.00% | – |
| Q4 2022 | $215,195 | -89.6% | 5,971 | -90.0% | 0.00% | -100.0% |
| Q3 2022 | $2,073,000 | +153.1% | 59,813 | +157.9% | 0.00% | – |
| Q2 2022 | $819,000 | +237.0% | 23,190 | +322.3% | 0.00% | – |
| Q1 2022 | $243,000 | -62.6% | 5,492 | -58.4% | 0.00% | – |
| Q3 2021 | $650,000 | +73.3% | 13,189 | +82.1% | 0.00% | – |
| Q2 2021 | $375,000 | -97.7% | 7,244 | -86.9% | 0.00% | -100.0% |
| Q1 2021 | $16,605,000 | -35.2% | 55,266 | -34.5% | 0.00% | +50.0% |
| Q4 2020 | $25,616,000 | +5259.0% | 84,400 | +4094.8% | 0.00% | – |
| Q3 2020 | $478,000 | -81.9% | 2,012 | -83.2% | 0.00% | -100.0% |
| Q2 2020 | $2,641,000 | +152.5% | 11,949 | +89.9% | 0.00% | – |
| Q1 2020 | $1,046,000 | +52.3% | 6,293 | +78.5% | 0.00% | – |
| Q3 2019 | $687,000 | -32.8% | 3,526 | -29.9% | 0.00% | – |
| Q2 2019 | $1,023,000 | -6.8% | 5,031 | -9.2% | 0.00% | – |
| Q2 2018 | $1,098,000 | +191.2% | 5,539 | +172.3% | 0.00% | – |
| Q1 2018 | $377,000 | +23.6% | 2,034 | +13.0% | 0.00% | – |
| Q3 2017 | $305,000 | -72.9% | 1,800 | -74.3% | 0.00% | – |
| Q2 2017 | $1,127,000 | -1.4% | 7,006 | -6.3% | 0.00% | -100.0% |
| Q1 2017 | $1,143,000 | -82.2% | 7,474 | -83.2% | 0.00% | -66.7% |
| Q4 2016 | $6,436,000 | +145.7% | 44,465 | +144.7% | 0.00% | +200.0% |
| Q3 2016 | $2,619,000 | +149.4% | 18,174 | +132.0% | 0.00% | 0.0% |
| Q2 2016 | $1,050,000 | -77.0% | 7,833 | -77.9% | 0.00% | -50.0% |
| Q1 2016 | $4,556,000 | +341.0% | 35,468 | +341.6% | 0.00% | – |
| Q3 2015 | $1,033,000 | -69.5% | 8,031 | -65.6% | 0.00% | -100.0% |
| Q2 2015 | $3,384,000 | +10.6% | 23,319 | +9.4% | 0.00% | 0.0% |
| Q1 2015 | $3,061,000 | +73.6% | 21,314 | +63.0% | 0.00% | 0.0% |
| Q4 2014 | $1,763,000 | +83.3% | 13,074 | +71.1% | 0.00% | – |
| Q3 2014 | $962,000 | -74.7% | 7,640 | -73.0% | 0.00% | -100.0% |
| Q2 2014 | $3,804,000 | +155.0% | 28,344 | +148.6% | 0.00% | +100.0% |
| Q1 2014 | $1,492,000 | -57.0% | 11,401 | -56.5% | 0.00% | -50.0% |
| Q4 2013 | $3,472,000 | +113.3% | 26,207 | +98.4% | 0.00% | +100.0% |
| Q3 2013 | $1,628,000 | +556.5% | 13,207 | +479.5% | 0.00% | – |
| Q2 2013 | $248,000 | – | 2,279 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |