ISHARES TR's ticker is JKK and the CUSIP is 464288604. 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 | $634,116 | -6.5% | 16,360 | -0.1% | 0.01% | 0.0% |
| Q2 2023 | $678,051 | +2.3% | 16,374 | -3.7% | 0.01% | 0.0% |
| Q1 2023 | $662,967 | +59.8% | 17,007 | +81.0% | 0.01% | +100.0% |
| Q1 2022 | $415,000 | -24.7% | 9,396 | -15.3% | 0.00% | -25.0% |
| Q4 2021 | $551,000 | -79.1% | 11,094 | -79.2% | 0.00% | -76.5% |
| Q3 2021 | $2,632,000 | -4.8% | 53,458 | +0.1% | 0.02% | -29.2% |
| Q2 2021 | $2,766,000 | -65.5% | 53,380 | +100.2% | 0.02% | -68.4% |
| Q1 2021 | $8,009,000 | -38.7% | 26,657 | -38.1% | 0.08% | -44.1% |
| Q4 2020 | $13,064,000 | +8494.7% | 43,044 | +6147.3% | 0.14% | +6700.0% |
| Q2 2020 | $152,000 | -42.4% | 689 | -44.4% | 0.00% | -60.0% |
| Q3 2018 | $264,000 | +12.3% | 1,240 | -2.0% | 0.01% | -44.4% |
| Q1 2018 | $235,000 | +4.0% | 1,265 | -3.5% | 0.01% | +50.0% |
| Q3 2017 | $226,000 | +7.6% | 1,311 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $210,000 | +5.0% | 1,311 | -0.5% | 0.01% | 0.0% |
| Q1 2017 | $200,000 | +86.9% | 1,317 | +55.5% | 0.01% | -14.3% |
| Q3 2014 | $107,000 | – | 847 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 74,337 | $2,577,000 | 2.30% |
| F3Logic, LLC | 251,080 | $8,700,000 | 1.82% |
| Matrix Trust Co | 141,443 | $4,902,000 | 1.40% |
| Integrity Financial Corp /WA | 28,443 | $986,000 | 1.03% |
| Opes Wealth Management LLC | 71,990 | $2,495,000 | 1.00% |
| Black Diamond Financial, LLC | 51,829 | $1,819,000 | 0.73% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 89,415 | $3,099,000 | 0.51% |
| Aspire Wealth Management Corp | 14,642 | $507,000 | 0.48% |
| Courage Miller Partners, LLC | 19,894 | $690,000 | 0.35% |
| Certified Advisory Corp | 43,006 | $1,491,000 | 0.34% |