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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |