ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 58 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $507,000 | +2.0% | 3,185 | +2.0% | 0.01% | -18.8% |
| Q2 2022 | $497,000 | 0.0% | 3,122 | 0.0% | 0.02% | +166.7% |
| Q1 2022 | $497,000 | – | 3,122 | – | 0.01% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -87.1% | 27 | -87.0% | 0.00% | -100.0% |
| Q3 2017 | $31,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $31,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | +19.2% | 208 | +14.9% | 0.00% | 0.0% |
| Q4 2016 | $26,000 | – | 181 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |