ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 127 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $306,130 | -9.6% | 4,367 | -6.0% | 0.01% | -9.1% |
| Q1 2024 | $338,574 | +23.3% | 4,648 | +1.1% | 0.01% | +10.0% |
| Q3 2023 | $274,668 | -16.1% | 4,598 | -11.1% | 0.01% | -16.7% |
| Q2 2023 | $327,338 | -39.8% | 5,172 | -42.3% | 0.01% | -33.3% |
| Q1 2023 | $543,987 | -5.8% | 8,970 | -8.8% | 0.02% | -14.3% |
| Q4 2022 | $577,311 | +8.7% | 9,839 | -0.2% | 0.02% | +5.0% |
| Q3 2022 | $531,000 | -7.2% | 9,858 | -2.9% | 0.02% | 0.0% |
| Q2 2022 | $572,000 | -21.1% | 10,155 | -5.7% | 0.02% | -9.1% |
| Q1 2022 | $725,000 | -3.2% | 10,770 | +2.2% | 0.02% | +4.8% |
| Q4 2021 | $749,000 | +9.7% | 10,538 | +2.7% | 0.02% | 0.0% |
| Q3 2021 | $683,000 | 0.0% | 10,264 | +0.8% | 0.02% | +5.0% |
| Q2 2021 | $683,000 | +15.0% | 10,185 | +331.4% | 0.02% | +5.3% |
| Q1 2021 | $594,000 | +7.4% | 2,361 | +0.0% | 0.02% | 0.0% |
| Q4 2020 | $553,000 | +16.7% | 2,360 | -0.3% | 0.02% | 0.0% |
| Q3 2020 | $474,000 | +9.7% | 2,367 | +1.0% | 0.02% | 0.0% |
| Q2 2020 | $432,000 | +11.1% | 2,343 | -7.7% | 0.02% | -17.4% |
| Q1 2020 | $389,000 | -17.4% | 2,539 | +12.9% | 0.02% | +15.0% |
| Q4 2019 | $471,000 | +5.6% | 2,249 | -0.2% | 0.02% | -4.8% |
| Q3 2019 | $446,000 | -0.4% | 2,254 | -2.4% | 0.02% | -8.7% |
| Q2 2019 | $448,000 | -6.9% | 2,310 | -9.8% | 0.02% | -14.8% |
| Q1 2019 | $481,000 | +47.5% | 2,560 | +27.1% | 0.03% | +12.5% |
| Q4 2018 | $326,000 | -31.8% | 2,014 | -20.1% | 0.02% | -14.3% |
| Q3 2018 | $478,000 | +24.5% | 2,521 | +20.4% | 0.03% | +7.7% |
| Q2 2018 | $384,000 | +12.6% | 2,093 | +11.4% | 0.03% | +4.0% |
| Q1 2018 | $341,000 | +4.3% | 1,878 | +6.5% | 0.02% | 0.0% |
| Q4 2017 | $327,000 | -11.9% | 1,764 | -16.9% | 0.02% | -19.4% |
| Q3 2017 | $371,000 | -2.6% | 2,124 | -5.9% | 0.03% | -13.9% |
| Q2 2017 | $381,000 | -14.4% | 2,256 | -15.4% | 0.04% | -16.3% |
| Q1 2017 | $445,000 | -2.6% | 2,668 | -8.3% | 0.04% | -14.0% |
| Q4 2016 | $457,000 | +20.6% | 2,908 | +18.5% | 0.05% | +11.1% |
| Q3 2016 | $379,000 | +0.5% | 2,455 | -2.8% | 0.04% | -8.2% |
| Q2 2016 | $377,000 | +6.5% | 2,525 | +3.7% | 0.05% | +2.1% |
| Q1 2016 | $354,000 | -15.5% | 2,436 | -16.9% | 0.05% | -18.6% |
| Q4 2015 | $419,000 | +22.5% | 2,930 | +18.2% | 0.06% | +9.3% |
| Q3 2015 | $342,000 | -17.2% | 2,478 | -9.4% | 0.05% | -5.3% |
| Q2 2015 | $413,000 | +7.3% | 2,734 | +9.2% | 0.06% | +11.8% |
| Q1 2015 | $385,000 | -10.9% | 2,503 | -14.5% | 0.05% | -10.5% |
| Q4 2014 | $432,000 | – | 2,928 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |