ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 72 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $709,924 | -15.9% | 11,885 | -10.9% | 0.07% | +4.3% |
| Q2 2023 | $844,386 | +14.5% | 13,341 | +9.7% | 0.07% | -8.0% |
| Q1 2023 | $737,678 | -7.8% | 12,164 | -10.8% | 0.08% | +5.6% |
| Q4 2022 | $799,920 | +22.7% | 13,634 | +12.7% | 0.07% | +14.5% |
| Q3 2022 | $652,000 | -17.6% | 12,093 | -12.8% | 0.06% | -15.1% |
| Q2 2022 | $791,000 | -11.6% | 13,871 | +4.3% | 0.07% | +5.8% |
| Q1 2022 | $895,000 | -5.9% | 13,299 | -0.6% | 0.07% | -8.0% |
| Q4 2021 | $951,000 | -7.4% | 13,384 | -13.3% | 0.08% | -19.4% |
| Q3 2021 | $1,027,000 | -3.8% | 15,437 | -3.1% | 0.09% | -6.1% |
| Q2 2021 | $1,068,000 | +6.9% | 15,928 | +301.1% | 0.10% | 0.0% |
| Q1 2021 | $999,000 | +7.5% | 3,971 | +0.1% | 0.10% | -6.6% |
| Q4 2020 | $929,000 | +28.3% | 3,967 | +1.1% | 0.11% | +5.0% |
| Q2 2020 | $724,000 | +16.2% | 3,925 | -3.5% | 0.10% | +494.1% |
| Q1 2020 | $623,000 | -27.4% | 4,068 | -0.7% | 0.02% | -88.5% |
| Q4 2019 | $858,000 | +6.3% | 4,096 | +0.4% | 0.15% | -2.0% |
| Q3 2019 | $807,000 | +2.2% | 4,079 | +0.2% | 0.15% | -3.8% |
| Q2 2019 | $790,000 | -1.1% | 4,070 | -4.3% | 0.16% | -8.7% |
| Q1 2019 | $799,000 | +12.4% | 4,252 | -3.3% | 0.17% | -6.0% |
| Q4 2018 | $711,000 | -36.3% | 4,397 | -25.4% | 0.18% | -27.1% |
| Q3 2018 | $1,117,000 | -6.1% | 5,895 | -9.0% | 0.25% | -11.0% |
| Q2 2018 | $1,189,000 | -7.6% | 6,478 | -8.7% | 0.28% | -13.2% |
| Q1 2018 | $1,287,000 | +3.1% | 7,096 | +5.6% | 0.32% | +2.8% |
| Q4 2017 | $1,248,000 | +4.8% | 6,722 | -1.3% | 0.32% | +1.9% |
| Q3 2017 | $1,191,000 | +8.2% | 6,811 | +4.4% | 0.31% | +61.5% |
| Q2 2017 | $1,101,000 | +8.6% | 6,525 | +7.2% | 0.19% | -37.9% |
| Q1 2017 | $1,014,000 | +8.1% | 6,084 | +2.1% | 0.31% | -0.6% |
| Q4 2016 | $938,000 | +39.6% | 5,961 | +36.9% | 0.31% | +509.8% |
| Q3 2016 | $672,000 | – | 4,353 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
| PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
| Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
| Matrix Trust Co | 148,922 | $8,737 | 2.21% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
| OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
| Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
| Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
| Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
| Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |