ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 77 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,112 | +1.1% | 80 | 0.0% | 0.00% | – |
| Q4 2022 | $5,058 | +1.2% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 80 | +100.0% | 0.00% | – |
| Q4 2020 | $4,000 | -55.6% | 40 | -55.6% | 0.00% | – |
| Q3 2020 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $8,000 | +33.3% | 90 | +80.0% | 0.00% | – |
| Q4 2019 | $6,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 782,014 | $44,160,000 | 12.59% |
| BARRETT & COMPANY, INC. | 92,691 | $5,860,879 | 3.87% |
| Dentgroup LLC | 56,575 | $3,238,000 | 3.25% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 80,344 | $4,537,000 | 2.13% |
| Surevest, LLC | 123,332 | $6,965,000 | 1.90% |
| SPC Financial, Inc. | 248,419 | $14,028,000 | 1.75% |
| Equitable Holdings, Inc. | 1,214,772 | $68,598,000 | 1.34% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 15,362 | $921,000 | 0.61% |
| SAXON INTERESTS, INC. | 14,532 | $865,000 | 0.53% |
| GenWealth Group, Inc. | 20,642 | $1,166,000 | 0.40% |