ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 123 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,285 | -6.4% | 13,475 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $557,993 | +6.2% | 13,475 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $525,280 | +8.2% | 13,475 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $485,633 | -3.8% | 13,475 | -7.6% | 0.00% | 0.0% |
| Q3 2022 | $505,000 | -2.7% | 14,583 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $519,000 | -16.6% | 14,692 | +4.3% | 0.00% | 0.0% |
| Q1 2022 | $622,000 | -7.4% | 14,092 | +4.1% | 0.00% | 0.0% |
| Q4 2021 | $672,000 | +0.7% | 13,541 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $667,000 | -5.0% | 13,541 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $702,000 | +3.4% | 13,541 | +499.4% | 0.00% | 0.0% |
| Q1 2021 | $679,000 | -13.7% | 2,259 | -12.8% | 0.00% | -50.0% |
| Q4 2020 | $787,000 | +66.7% | 2,592 | +30.5% | 0.00% | +100.0% |
| Q3 2020 | $472,000 | +7.5% | 1,986 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $439,000 | +33.0% | 1,986 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $330,000 | -7.8% | 1,986 | +17.4% | 0.00% | 0.0% |
| Q4 2019 | $358,000 | +8.8% | 1,691 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $329,000 | -4.4% | 1,691 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $344,000 | +65.4% | 1,691 | +62.4% | 0.00% | 0.0% |
| Q1 2019 | $208,000 | – | 1,041 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 40,078 | $6,662,000 | 9.46% |
| Provident Wealth Management, LLC | 17,812 | $2,961,000 | 3.62% |
| Matrix Trust Co | 24,208 | $4,024,000 | 1.09% |
| Courage Miller Partners, LLC | 5,361 | $891,000 | 0.55% |
| TAP Consulting, LLC | 4,700 | $781,000 | 0.53% |
| BEAM WEALTH ADVISORS, INC. | 2,996 | $498,000 | 0.49% |
| Towerpoint Wealth, LLC | 1,924 | $320,000 | 0.25% |
| Private Wealth Strategies, L.L.C. | 2,741 | $455,000 | 0.23% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,645 | $1,604,000 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 17,127 | $2,849,000 | 0.08% |