ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 82 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $13,000 | +8.3% | 202 | +100.0% | 0.01% | +40.0% |
| Q1 2021 | $12,000 | +9.1% | 101 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 101 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $9,000 | -25.0% | 101 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $12,000 | +9.1% | 101 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 101 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $11,000 | +10.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $10,000 | -9.1% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | -68.6% | 101 | -71.2% | 0.00% | -75.0% |
| Q3 2017 | $35,000 | +2.9% | 351 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $34,000 | +13.3% | 351 | 0.0% | 0.01% | -20.0% |
| Q3 2014 | $30,000 | +11.1% | 351 | +12.1% | 0.02% | +15.4% |
| Q2 2014 | $27,000 | +3.8% | 313 | 0.0% | 0.01% | +62.5% |
| Q1 2014 | $26,000 | +4.0% | 313 | 0.0% | 0.01% | -11.1% |
| Q4 2013 | $25,000 | – | 313 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |