ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $159,334 | -43.1% | 2,460 | -41.6% | 0.01% | -44.4% |
Q2 2023 | $279,983 | +89066.6% | 4,209 | -14.4% | 0.01% | -10.0% |
Q1 2023 | $314 | +1.9% | 4,919 | +1.1% | 0.01% | -23.1% |
Q4 2022 | $308 | -99.9% | 4,867 | -39.6% | 0.01% | +85.7% |
Q3 2022 | $455,000 | +31.9% | 8,061 | +41.1% | 0.01% | -12.5% |
Q2 2022 | $345,000 | +9.9% | 5,711 | +24.9% | 0.01% | +166.7% |
Q1 2022 | $314,000 | -12.5% | 4,573 | -11.4% | 0.00% | -50.0% |
Q4 2021 | $359,000 | -28.2% | 5,159 | -34.3% | 0.01% | -53.8% |
Q3 2021 | $500,000 | +9.9% | 7,851 | +11.4% | 0.01% | +8.3% |
Q2 2021 | $455,000 | +119.8% | 7,048 | +318.5% | 0.01% | +300.0% |
Q1 2021 | $207,000 | -29.1% | 1,684 | -35.3% | 0.00% | -66.7% |
Q4 2020 | $292,000 | +1522.2% | 2,604 | +1338.7% | 0.01% | – |
Q3 2020 | $18,000 | -97.8% | 181 | -97.8% | 0.00% | -100.0% |
Q2 2020 | $801,000 | +75.3% | 8,279 | +56.7% | 0.03% | +17.9% |
Q1 2020 | $457,000 | -18.1% | 5,282 | +10.9% | 0.03% | -39.1% |
Q4 2019 | $558,000 | -48.6% | 4,762 | -51.5% | 0.05% | -37.8% |
Q3 2019 | $1,085,000 | +5.8% | 9,823 | +3.3% | 0.07% | +7.2% |
Q2 2019 | $1,026,000 | +69.9% | 9,511 | +66.1% | 0.07% | +86.5% |
Q1 2019 | $604,000 | -23.7% | 5,727 | -22.3% | 0.04% | -36.2% |
Q3 2018 | $792,000 | -1.2% | 7,374 | -6.6% | 0.06% | -15.9% |
Q1 2018 | $802,000 | +143.8% | 7,894 | +153.5% | 0.07% | +64.3% |
Q4 2017 | $329,000 | -89.3% | 3,114 | -90.0% | 0.04% | -83.5% |
Q3 2017 | $3,087,000 | – | 30,989 | +1549350.0% | 0.26% | – |
Q4 2016 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
Q4 2015 | $1,427,000 | +70.1% | 17,455 | +74.7% | 0.23% | +212.2% |
Q2 2015 | $839,000 | +57.7% | 9,994 | +57.4% | 0.07% | +12.1% |
Q1 2015 | $532,000 | -61.9% | 6,350 | -61.5% | 0.07% | -63.3% |
Q2 2014 | $1,397,000 | +825.2% | 16,488 | +789.3% | 0.18% | +847.4% |
Q1 2014 | $151,000 | -80.7% | 1,854 | -81.0% | 0.02% | -85.5% |
Q4 2013 | $783,000 | – | 9,743 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GenWealth Group, Inc. | 144,671 | $14,621,000 | 7.18% |
SPC Financial, Inc. | 97,755 | $9,938,000 | 2.17% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 15,156 | $1,540,000 | 1.38% |
Courage Miller Partners, LLC | 13,696 | $1,392,000 | 0.83% |
Brand Asset Management Group, Inc. | 7,353 | $748,000 | 0.57% |
Cypress Wealth Services, LLC | 11,541 | $1,173,000 | 0.45% |
IFG Advisory, LLC | 10,660 | $1,655,000 | 0.34% |
Ullmann Wealth Partners Group, LLC | 3,472 | $352,000 | 0.24% |
AXA S.A. | 441,936 | $44,929,000 | 0.17% |
Summit Asset Management, LLC | 3,157 | $321,000 | 0.15% |