ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 40 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,632,463 | -1.8% | 67,917 | +4.9% | 0.00% | 0.0% |
| Q2 2023 | $2,680,262 | -1.3% | 64,725 | -7.1% | 0.00% | 0.0% |
| Q1 2023 | $2,715,486 | +10.6% | 69,660 | +2.3% | 0.00% | 0.0% |
| Q4 2022 | $2,454,720 | -2.4% | 68,111 | -6.2% | 0.00% | 0.0% |
| Q3 2022 | $2,516,000 | -1.4% | 72,583 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $2,551,000 | -41.0% | 72,212 | -26.2% | 0.00% | 0.0% |
| Q1 2022 | $4,322,000 | -19.2% | 97,806 | -9.2% | 0.00% | -50.0% |
| Q4 2021 | $5,349,000 | +5.3% | 107,754 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $5,079,000 | -5.3% | 103,146 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $5,361,000 | – | 103,479 | +354.4% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 22,772 | -20.8% | 0.00% | -100.0% |
| Q4 2020 | $8,725,000 | +135.4% | 28,748 | +84.2% | 0.00% | +200.0% |
| Q3 2020 | $3,707,000 | +7.8% | 15,603 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $3,440,000 | +25.7% | 15,564 | -5.4% | 0.00% | 0.0% |
| Q1 2020 | $2,736,000 | +16.8% | 16,457 | +48.9% | 0.00% | 0.0% |
| Q4 2019 | $2,343,000 | -19.5% | 11,056 | -26.1% | 0.00% | 0.0% |
| Q3 2019 | $2,910,000 | +97.4% | 14,951 | +106.5% | 0.00% | 0.0% |
| Q2 2019 | $1,474,000 | +129.2% | 7,239 | +124.4% | 0.00% | – |
| Q1 2019 | $643,000 | +18.9% | 3,226 | -0.7% | 0.00% | – |
| Q4 2018 | $541,000 | -80.2% | 3,249 | -74.7% | 0.00% | -100.0% |
| Q3 2018 | $2,728,000 | +15.3% | 12,830 | +7.6% | 0.00% | 0.0% |
| Q2 2018 | $2,366,000 | +293.0% | 11,919 | +267.6% | 0.00% | – |
| Q1 2018 | $602,000 | +12.3% | 3,242 | +8.5% | 0.00% | – |
| Q4 2017 | $536,000 | +6.1% | 2,987 | +0.3% | 0.00% | – |
| Q3 2017 | $505,000 | -7.0% | 2,978 | -11.8% | 0.00% | – |
| Q2 2017 | $543,000 | +2.5% | 3,377 | -2.6% | 0.00% | – |
| Q1 2017 | $530,000 | -0.2% | 3,467 | -5.6% | 0.00% | – |
| Q4 2016 | $531,000 | -9.4% | 3,671 | -9.7% | 0.00% | – |
| Q3 2016 | $586,000 | +15.8% | 4,065 | +7.8% | 0.00% | – |
| Q2 2016 | $506,000 | +1.6% | 3,772 | -2.5% | 0.00% | – |
| Q1 2016 | $498,000 | +1.0% | 3,869 | +5.8% | 0.00% | – |
| Q4 2015 | $493,000 | +6.5% | 3,658 | +1.7% | 0.00% | – |
| Q3 2015 | $463,000 | -7.0% | 3,598 | +4.8% | 0.00% | – |
| Q2 2015 | $498,000 | -24.3% | 3,433 | -24.8% | 0.00% | – |
| Q1 2015 | $658,000 | +11.7% | 4,564 | +4.8% | 0.00% | – |
| Q4 2014 | $589,000 | – | 4,356 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |