ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $265,000 | -11.1% | 6,000 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $298,000 | -4.5% | 6,000 | 0.0% | 0.03% | -15.6% |
| Q3 2021 | $312,000 | +0.3% | 6,000 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $311,000 | +3.7% | 6,000 | +500.0% | 0.03% | -27.3% |
| Q1 2021 | $300,000 | -1.3% | 1,000 | 0.0% | 0.04% | -8.3% |
| Q4 2020 | $304,000 | +27.7% | 1,000 | 0.0% | 0.05% | +11.6% |
| Q3 2020 | $238,000 | +7.7% | 1,000 | 0.0% | 0.04% | -2.3% |
| Q2 2020 | $221,000 | +4.2% | 1,000 | 0.0% | 0.04% | +4.8% |
| Q4 2019 | $212,000 | +3.9% | 1,000 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $204,000 | -4.2% | 1,000 | 0.0% | 0.04% | -4.7% |
| Q3 2018 | $213,000 | – | 1,000 | – | 0.04% | – |
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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% |