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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,319 | +4.7% | 576 | +11.8% | 0.00% | – |
| Q2 2023 | $21,313 | +6.3% | 515 | +0.2% | 0.00% | – |
| Q1 2023 | $20,044 | +64.8% | 514 | -39.6% | 0.00% | – |
| Q4 2022 | $12,164 | -97.9% | 851 | -92.4% | 0.00% | -100.0% |
| Q2 2021 | $580,000 | +4.5% | 11,193 | +506.3% | 0.02% | -11.8% |
| Q1 2021 | $555,000 | -10.3% | 1,846 | -9.6% | 0.02% | -15.0% |
| Q4 2020 | $619,000 | – | 2,041 | – | 0.02% | – |
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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% |