ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 126 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,705,000 | +1.4% | 8,126 | -4.4% | 0.01% | 0.0% |
| Q3 2019 | $1,682,000 | +2.2% | 8,501 | +0.3% | 0.01% | -7.7% |
| Q2 2019 | $1,645,000 | -9.9% | 8,476 | -12.6% | 0.01% | -13.3% |
| Q1 2019 | $1,825,000 | +9.5% | 9,701 | -5.8% | 0.02% | -6.2% |
| Q4 2018 | $1,667,000 | -11.6% | 10,299 | +3.5% | 0.02% | -15.8% |
| Q3 2018 | $1,886,000 | -9.1% | 9,951 | -11.9% | 0.02% | -34.5% |
| Q2 2018 | $2,075,000 | -4.3% | 11,295 | -5.5% | 0.03% | -3.3% |
| Q1 2018 | $2,169,000 | +7.0% | 11,958 | +9.6% | 0.03% | +11.1% |
| Q4 2017 | $2,027,000 | +38.7% | 10,913 | +30.7% | 0.03% | +17.4% |
| Q3 2017 | $1,461,000 | +15.5% | 8,351 | +11.4% | 0.02% | +4.5% |
| Q2 2017 | $1,265,000 | +7.6% | 7,495 | +6.3% | 0.02% | -8.3% |
| Q1 2017 | $1,176,000 | -14.7% | 7,053 | -19.4% | 0.02% | -22.6% |
| Q4 2016 | $1,378,000 | -28.7% | 8,751 | -30.1% | 0.03% | -32.6% |
| Q3 2016 | $1,932,000 | +138.2% | 12,516 | +129.5% | 0.05% | +119.0% |
| Q2 2016 | $811,000 | – | 5,454 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,335 | $20,272,000 | 5.30% |
| PACIFIC FINANCIAL GROUP INC | 108,564 | $7,279,000 | 5.03% |
| Benchmark Wealth Management, LLC | 88,676 | $5,946,000 | 4.08% |
| Brand Asset Management Group, Inc. | 44,342 | $2,973,000 | 1.44% |
| Karp Capital Management Corp | 70,283 | $4,713,000 | 0.70% |
| Marshall Financial Group LLC | 17,504 | $1,174,000 | 0.63% |
| S.A. Mason LLC | 12,633 | $847,000 | 0.58% |
| Ten Capital Wealth Advisors, LLC | 32,384 | $2,171,000 | 0.49% |
| DB Wealth Management Group, LLC | 7,559 | $507,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 229,092 | $15,358,000 | 0.28% |