ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,827,730 | +28.0% | 98,750 | +36.8% | 0.01% | +20.0% |
| Q2 2023 | $2,989,870 | +20.8% | 72,201 | +13.8% | 0.01% | 0.0% |
| Q1 2023 | $2,474,060 | +2.2% | 63,465 | -5.5% | 0.01% | 0.0% |
| Q4 2022 | $2,420,368 | +41.4% | 67,139 | +35.9% | 0.01% | +25.0% |
| Q3 2022 | $1,712,000 | -7.9% | 49,409 | -6.1% | 0.00% | 0.0% |
| Q2 2022 | $1,858,000 | -19.8% | 52,618 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $2,316,000 | -5.7% | 52,395 | +5.9% | 0.00% | -20.0% |
| Q4 2021 | $2,456,000 | -20.5% | 49,457 | -21.2% | 0.01% | -16.7% |
| Q3 2021 | $3,091,000 | -59.5% | 62,770 | -57.4% | 0.01% | -64.7% |
| Q2 2021 | $7,634,000 | -32.6% | 147,307 | +290.9% | 0.02% | -37.0% |
| Q1 2021 | $11,321,000 | -12.4% | 37,682 | -11.5% | 0.03% | -22.9% |
| Q4 2020 | $12,926,000 | +330.0% | 42,587 | +236.4% | 0.04% | +288.9% |
| Q3 2020 | $3,006,000 | +322.2% | 12,658 | +292.6% | 0.01% | +350.0% |
| Q2 2020 | $712,000 | +33.3% | 3,224 | +0.8% | 0.00% | 0.0% |
| Q1 2020 | $534,000 | – | 3,197 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |