ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 72 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,009,101 | -2.9% | 31,019 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $2,068,705 | +4.1% | 31,099 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,987,226 | +100062.6% | 31,099 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $1,984 | -99.9% | 31,374 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $1,803,000 | -6.8% | 31,922 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $1,934,000 | -10.8% | 32,024 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $2,168,000 | -6.8% | 31,614 | -5.5% | 0.01% | 0.0% |
| Q4 2021 | $2,327,000 | +6.2% | 33,441 | -2.9% | 0.01% | -16.7% |
| Q3 2021 | $2,192,000 | -1.3% | 34,447 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $2,221,000 | +3.8% | 34,400 | +97.5% | 0.01% | 0.0% |
| Q1 2021 | $2,139,000 | -19.2% | 17,414 | -26.2% | 0.01% | -25.0% |
| Q4 2020 | $2,647,000 | +5.8% | 23,583 | -6.8% | 0.01% | -11.1% |
| Q3 2020 | $2,501,000 | +103.7% | 25,303 | +99.3% | 0.01% | +80.0% |
| Q2 2020 | $1,228,000 | +19.8% | 12,698 | +7.3% | 0.01% | 0.0% |
| Q1 2020 | $1,025,000 | -24.2% | 11,835 | +2.6% | 0.01% | 0.0% |
| Q4 2019 | $1,352,000 | +12.9% | 11,538 | +6.5% | 0.01% | 0.0% |
| Q3 2019 | $1,197,000 | +22.1% | 10,833 | +19.3% | 0.01% | +25.0% |
| Q2 2019 | $980,000 | -0.2% | 9,080 | -2.6% | 0.00% | -33.3% |
| Q1 2019 | $982,000 | -4.4% | 9,318 | -12.6% | 0.01% | -14.3% |
| Q4 2018 | $1,027,000 | 0.0% | 10,663 | +11.8% | 0.01% | +16.7% |
| Q3 2018 | $1,027,000 | +13.1% | 9,540 | +6.8% | 0.01% | 0.0% |
| Q2 2018 | $908,000 | +0.7% | 8,931 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $902,000 | +40.9% | 8,882 | +46.6% | 0.01% | +20.0% |
| Q4 2017 | $640,000 | +14.7% | 6,059 | +8.2% | 0.01% | +25.0% |
| Q3 2017 | $558,000 | +20.5% | 5,599 | +16.2% | 0.00% | 0.0% |
| Q2 2017 | $463,000 | +12.1% | 4,820 | +12.2% | 0.00% | +33.3% |
| Q1 2017 | $413,000 | +2.2% | 4,295 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $404,000 | +12.5% | 4,295 | +5.5% | 0.00% | +33.3% |
| Q3 2016 | $359,000 | +21.7% | 4,070 | +19.7% | 0.00% | 0.0% |
| Q2 2016 | $295,000 | +18.0% | 3,400 | +13.9% | 0.00% | +50.0% |
| Q1 2016 | $250,000 | – | 2,985 | – | 0.00% | – |
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% |