ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 37 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $9,240 | +13.5% | 210 | 0.0% | 0.01% | +25.0% |
Q3 2023 | $8,140 | -6.4% | 210 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,696 | +6.2% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $8,186 | +8.2% | 210 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,568 | +8.1% | 210 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $7,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $7,000 | -22.2% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $9,000 | -10.0% | 210 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | -20.0% |
Q3 2021 | $10,000 | -9.1% | 210 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $11,000 | 0.0% | 210 | +500.0% | 0.01% | -16.7% |
Q1 2021 | $11,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $11,000 | +37.5% | 35 | 0.0% | 0.01% | +50.0% |
Q3 2020 | $8,000 | 0.0% | 35 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $8,000 | +33.3% | 35 | 0.0% | 0.01% | +25.0% |
Q1 2020 | $6,000 | -14.3% | 35 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $7,000 | +16.7% | 35 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $6,000 | -14.3% | 35 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $7,000 | +16.7% | 35 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $6,000 | +20.0% | 35 | 0.0% | 0.00% | +33.3% |
Q1 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | -25.0% |
Q3 2015 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | +33.3% |
Q2 2015 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | -25.0% |
Q4 2014 | $5,000 | – | 35 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SEARCY FINANCIAL SERVICES INC /ADV | 376,086 | $18,669,000 | 8.36% |
SHELTON WEALTH MANAGEMENT, LLC | 51,966 | $2,580,000 | 2.03% |
Matrix Trust Co | 150,074 | $7,450,000 | 1.81% |
Integrity Financial Corp /WA | 26,024 | $1,292,000 | 0.96% |
BEAM WEALTH ADVISORS, INC. | 12,622 | $627,000 | 0.72% |
Aspire Wealth Management Corp | 13,949 | $692,000 | 0.56% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 70,803 | $3,515,000 | 0.53% |
Monterey Private Wealth, Inc. | 20,574 | $1,021,000 | 0.51% |
Armbruster Capital Management, Inc. | 40,676 | $2,019,000 | 0.46% |
Courage Miller Partners, LLC | 20,367 | $1,011,000 | 0.38% |