ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 80 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,901 | -4.9% | 510 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $32,487 | +2.9% | 510 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $31,559 | -0.3% | 510 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $31,646 | +9.1% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -3.3% | 510 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -14.3% | 510 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $35,000 | 0.0% | 510 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | -3.0% | 510 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $33,000 | +6.5% | 510 | +200.0% | 0.01% | +11.1% |
| Q1 2021 | $31,000 | +14.8% | 170 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $27,000 | +22.7% | 170 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 170 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $21,000 | +16.7% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -37.9% | 170 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $29,000 | +7.4% | 170 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $27,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $27,000 | +3.8% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +8.3% | 170 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $24,000 | -14.3% | 170 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $28,000 | +3.7% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $27,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | – | 170 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |