ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,200 | -4.9% | 4,971 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $316,662 | +3.1% | 4,971 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $307,229 | +1296.5% | 4,965 | +2803.5% | 0.00% | – |
| Q2 2020 | $22,000 | -95.8% | 171 | -94.5% | 0.00% | -100.0% |
| Q4 2019 | $529,000 | +4.1% | 3,137 | -0.6% | 0.01% | 0.0% |
| Q3 2019 | $508,000 | +1.4% | 3,155 | -0.8% | 0.01% | -11.1% |
| Q2 2019 | $501,000 | -13.5% | 3,181 | -14.5% | 0.01% | -18.2% |
| Q1 2019 | $579,000 | +88.0% | 3,719 | +67.7% | 0.01% | +57.1% |
| Q4 2018 | $308,000 | -49.2% | 2,217 | -40.8% | 0.01% | -41.7% |
| Q3 2018 | $606,000 | +148.4% | 3,743 | +139.5% | 0.01% | +20.0% |
| Q1 2018 | $244,000 | -29.5% | 1,563 | -31.5% | 0.01% | +11.1% |
| Q3 2017 | $346,000 | -73.1% | 2,282 | -73.8% | 0.01% | -74.3% |
| Q2 2017 | $1,284,000 | -2.1% | 8,717 | -2.6% | 0.04% | -5.4% |
| Q1 2017 | $1,312,000 | -1.4% | 8,947 | -1.3% | 0.04% | -15.9% |
| Q4 2016 | $1,331,000 | +461.6% | 9,067 | +407.4% | 0.04% | +340.0% |
| Q3 2016 | $237,000 | +13.4% | 1,787 | +6.6% | 0.01% | +25.0% |
| Q2 2016 | $209,000 | +33.1% | 1,676 | +27.7% | 0.01% | -27.3% |
| Q3 2014 | $157,000 | -84.2% | 1,312 | -83.6% | 0.01% | -87.2% |
| Q2 2014 | $995,000 | – | 8,004 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |