ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641,815 | +157.0% | 16,559 | +174.6% | 0.02% | +150.0% |
| Q2 2023 | $249,694 | +6.8% | 6,030 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $233,769 | +8.6% | 5,997 | +0.4% | 0.01% | -9.1% |
| Q4 2022 | $215,303 | +0.6% | 5,974 | -3.4% | 0.01% | 0.0% |
| Q3 2022 | $214,000 | -30.3% | 6,184 | -11.0% | 0.01% | -15.4% |
| Q1 2022 | $307,000 | -10.0% | 6,946 | +1.3% | 0.01% | -13.3% |
| Q4 2021 | $341,000 | +1.2% | 6,858 | +0.3% | 0.02% | -11.8% |
| Q3 2021 | $337,000 | -30.2% | 6,836 | -26.6% | 0.02% | -29.2% |
| Q2 2021 | $483,000 | -15.0% | 9,312 | +391.9% | 0.02% | -29.4% |
| Q1 2021 | $568,000 | +46.0% | 1,893 | +47.9% | 0.03% | +25.9% |
| Q4 2020 | $389,000 | +897.4% | 1,280 | +685.3% | 0.03% | +80.0% |
| Q3 2020 | $39,000 | – | 163 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |