ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,674 | +30.4% | 7,947 | +38.2% | 0.02% | +25.0% |
| Q2 2023 | $364,044 | +115837.6% | 5,752 | +11.2% | 0.01% | +20.0% |
| Q1 2023 | $314 | +0.6% | 5,172 | -2.7% | 0.01% | -23.1% |
| Q4 2022 | $312 | -99.9% | 5,317 | -51.8% | 0.01% | +30.0% |
| Q3 2022 | $594,000 | -2.9% | 11,023 | +1.4% | 0.01% | -28.6% |
| Q2 2022 | $612,000 | -6.0% | 10,866 | +12.3% | 0.01% | +133.3% |
| Q1 2022 | $651,000 | +16.0% | 9,679 | +22.6% | 0.01% | -40.0% |
| Q4 2021 | $561,000 | -29.0% | 7,895 | -33.5% | 0.01% | -50.0% |
| Q3 2021 | $790,000 | +77.9% | 11,878 | +79.2% | 0.02% | +66.7% |
| Q2 2021 | $444,000 | +57.4% | 6,628 | +490.2% | 0.01% | +140.0% |
| Q1 2021 | $282,000 | +2.9% | 1,123 | -17.8% | 0.01% | +66.7% |
| Q3 2020 | $274,000 | -46.8% | 1,366 | -51.1% | 0.00% | -85.7% |
| Q2 2020 | $515,000 | -91.7% | 2,791 | -93.1% | 0.02% | -94.5% |
| Q1 2020 | $6,229,000 | +2116.7% | 40,676 | +2933.3% | 0.38% | +1547.8% |
| Q4 2019 | $281,000 | +181.0% | 1,341 | +164.5% | 0.02% | +228.6% |
| Q3 2019 | $100,000 | -64.5% | 507 | -65.1% | 0.01% | -63.2% |
| Q2 2019 | $282,000 | -19.2% | 1,453 | -21.8% | 0.02% | -9.5% |
| Q1 2019 | $349,000 | -64.9% | 1,859 | -69.8% | 0.02% | -70.8% |
| Q4 2018 | $995,000 | +68.9% | 6,156 | +98.1% | 0.07% | +67.4% |
| Q3 2018 | $589,000 | +92.5% | 3,107 | +86.6% | 0.04% | +152.9% |
| Q2 2018 | $306,000 | -43.1% | 1,665 | -43.9% | 0.02% | -63.0% |
| Q1 2018 | $538,000 | -11.2% | 2,968 | -9.0% | 0.05% | -41.0% |
| Q4 2017 | $606,000 | -92.9% | 3,262 | -93.4% | 0.08% | -89.0% |
| Q3 2017 | $8,591,000 | – | 49,139 | – | 0.71% | – |
| Q1 2014 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |