Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 177 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$33,0000.0%4740.0%0.00%0.0%
Q2 2021$33,000
+10.0%
474
+500.0%
0.00%0.0%
Q1 2021$30,0000.0%790.0%0.00%
-20.0%
Q4 2020$30,000
+20.0%
790.0%0.01%
+25.0%
Q3 2020$25,000
+8.7%
79
-79.7%
0.00%0.0%
Q2 2020$23,000
+35.3%
390
+393.7%
0.00%0.0%
Q1 2020$17,000
-19.0%
790.0%0.00%0.0%
Q4 2019$21,000
+10.5%
790.0%0.00%0.0%
Q3 2019$19,000
-5.0%
790.0%0.00%0.0%
Q2 2019$20,000
+5.3%
790.0%0.00%
-20.0%
Q1 2019$19,000
+26.7%
790.0%0.01%
+25.0%
Q4 2018$15,000
-21.1%
790.0%0.00%
-20.0%
Q3 2018$19,000
+11.8%
790.0%0.01%0.0%
Q2 2018$17,000
+6.2%
790.0%0.01%0.0%
Q1 2018$16,000
-5.9%
790.0%0.01%
-16.7%
Q4 2017$17,000
+13.3%
790.0%0.01%
+20.0%
Q3 2017$15,000
+7.1%
790.0%0.01%0.0%
Q2 2017$14,0000.0%790.0%0.01%
-28.6%
Q1 2017$14,000
+7.7%
790.0%0.01%
+16.7%
Q3 2016$13,000
+8.3%
790.0%0.01%0.0%
Q2 2016$12,000790.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Provident Wealth Management, LLC 14,162$3,089,0003.77%
Matrix Trust Co 56,617$12,349,0003.34%
Systelligence, LLC 29,271$6,384,0002.98%
Summit Asset Management, LLC 13,951$3,043,0001.64%
Courage Miller Partners, LLC 8,813$1,922,0001.18%
Townsend & Associates, Inc 4,180$938,0000.98%
CAPITAL WEALTH MANAGEMENT, LLC 2,925$638,0000.80%
Empowered Funds, LLC 12,173$3,201,0000.71%
Neumann Capital Management, LLC 3,994$871,0000.63%
TAP Consulting, LLC 4,055$884,0000.60%
View complete list of ISHARES TR shareholders