ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 56 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,858 | -4.8% | 24,216 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $1,204,033 | +5.2% | 24,216 | +0.3% | 0.04% | +2.5% |
| Q1 2023 | $1,144,402 | +4.3% | 24,143 | +0.4% | 0.04% | -25.9% |
| Q4 2022 | $1,096,744 | +7.8% | 24,051 | +1.0% | 0.05% | -8.5% |
| Q3 2022 | $1,017,000 | -3.5% | 23,812 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $1,054,000 | -17.6% | 23,812 | -0.3% | 0.06% | -9.2% |
| Q1 2022 | $1,279,000 | -6.2% | 23,881 | +0.3% | 0.06% | -3.0% |
| Q4 2021 | $1,363,000 | +2.8% | 23,820 | +0.8% | 0.07% | -5.6% |
| Q3 2021 | $1,326,000 | -4.4% | 23,636 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $1,387,000 | +4.5% | 23,636 | +301.7% | 0.08% | -11.8% |
| Q1 2021 | $1,327,000 | +14.3% | 5,884 | 0.0% | 0.08% | +3.7% |
| Q4 2020 | $1,161,000 | +26.2% | 5,884 | +0.3% | 0.08% | +6.5% |
| Q3 2020 | $920,000 | -18.5% | 5,865 | -21.3% | 0.08% | -29.4% |
| Q2 2020 | $1,129,000 | +21.9% | 7,456 | +0.9% | 0.11% | -4.4% |
| Q1 2020 | $926,000 | -33.7% | 7,392 | 0.0% | 0.11% | -18.0% |
| Q4 2019 | $1,396,000 | +8.6% | 7,392 | +0.7% | 0.14% | -6.1% |
| Q3 2019 | $1,285,000 | +0.2% | 7,342 | 0.0% | 0.15% | -1.3% |
| Q2 2019 | $1,282,000 | +3.5% | 7,342 | +0.3% | 0.15% | -1.3% |
| Q1 2019 | $1,239,000 | +14.8% | 7,319 | +0.3% | 0.15% | -1.3% |
| Q4 2018 | $1,079,000 | -17.6% | 7,298 | +0.8% | 0.15% | -9.9% |
| Q3 2018 | $1,310,000 | +1.2% | 7,240 | +0.3% | 0.17% | -1.2% |
| Q2 2018 | $1,294,000 | +5.1% | 7,218 | -1.0% | 0.17% | +17.7% |
| Q1 2018 | $1,231,000 | -2.8% | 7,293 | +0.3% | 0.15% | -3.9% |
| Q4 2017 | $1,267,000 | +5.1% | 7,274 | +0.7% | 0.15% | -3.2% |
| Q3 2017 | $1,205,000 | +3.5% | 7,226 | +0.3% | 0.16% | -3.7% |
| Q2 2017 | $1,164,000 | +1.2% | 7,205 | 0.0% | 0.16% | -1.8% |
| Q1 2017 | $1,150,000 | -23.8% | 7,205 | -25.5% | 0.17% | -30.4% |
| Q4 2016 | $1,510,000 | +8.9% | 9,665 | +0.9% | 0.24% | -0.8% |
| Q3 2016 | $1,387,000 | +7.4% | 9,583 | 0.0% | 0.24% | -2.4% |
| Q2 2016 | $1,292,000 | +1.7% | 9,583 | +0.5% | 0.25% | -3.1% |
| Q1 2016 | $1,270,000 | -1.1% | 9,534 | -4.6% | 0.26% | -15.5% |
| Q4 2015 | $1,284,000 | -2.6% | 9,996 | -3.8% | 0.30% | -12.2% |
| Q3 2015 | $1,318,000 | -5.2% | 10,386 | +7.0% | 0.34% | -0.6% |
| Q2 2015 | $1,391,000 | -0.1% | 9,711 | +0.2% | 0.35% | -2.3% |
| Q1 2015 | $1,392,000 | +30.1% | 9,692 | +25.6% | 0.36% | +23.7% |
| Q4 2014 | $1,070,000 | +7.4% | 7,718 | +0.3% | 0.29% | -1.4% |
| Q3 2014 | $996,000 | -5.5% | 7,697 | +0.3% | 0.29% | -2.3% |
| Q2 2014 | $1,054,000 | +3.5% | 7,675 | +0.2% | 0.30% | -0.3% |
| Q1 2014 | $1,018,000 | – | 7,661 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 36,218 | $1,939,000 | 0.86% |
| Richwood Investment Advisors, LLC | 15,577 | $834,000 | 0.74% |
| Sanford Advisory Services, LLC | 23,635 | $1,267,000 | 0.34% |
| Surevest, LLC | 22,776 | $1,219,000 | 0.29% |
| Aveo Capital Partners, LLC | 21,675 | $1,160,000 | 0.20% |
| FLAGSTAR ADVISORS INC | 10,120 | $541,000 | 0.17% |
| Gladstone Institutional Advisory LLC | 41,242 | $2,208 | 0.15% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,217 | $1,189,000 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 91,990 | $4,923,000 | 0.07% |
| CHOREO, LLC | 23,881 | $1,279,000 | 0.06% |