ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 150 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -86.0% | 75 | -79.3% | 0.00% | -80.0% |
| Q4 2019 | $43,000 | +2.4% | 363 | -4.5% | 0.02% | 0.0% |
| Q3 2019 | $42,000 | +2.4% | 380 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 380 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $40,000 | +8.1% | 380 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $37,000 | -9.8% | 380 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $41,000 | +5.1% | 380 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $39,000 | 0.0% | 380 | 0.0% | 0.02% | -45.2% |
| Q1 2018 | $39,000 | -2.5% | 380 | 0.0% | 0.04% | +75.0% |
| Q4 2017 | $40,000 | +5.3% | 380 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $38,000 | -20.8% | 380 | -23.5% | 0.02% | -25.8% |
| Q2 2017 | $48,000 | -4.0% | 497 | -4.1% | 0.03% | -6.1% |
| Q1 2017 | $50,000 | -23.1% | 518 | -25.1% | 0.03% | -28.3% |
| Q4 2016 | $65,000 | +6.6% | 692 | 0.0% | 0.05% | +4.5% |
| Q3 2016 | $61,000 | -4.7% | 692 | -5.6% | 0.04% | -8.3% |
| Q2 2016 | $64,000 | +3.2% | 733 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $62,000 | +8.8% | 733 | 0.0% | 0.05% | +71.4% |
| Q3 2015 | $57,000 | -8.1% | 733 | 0.0% | 0.03% | -3.4% |
| Q2 2015 | $62,000 | -48.8% | 733 | -49.1% | 0.03% | -50.0% |
| Q1 2015 | $121,000 | – | 1,440 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |