ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $66,660 | +8.2% | 1,710 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $61,628 | +4.5% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $59,000 | -1.7% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $60,000 | -21.1% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $76,000 | -10.6% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $85,000 | +1.2% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $84,000 | -5.6% | 1,710 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $89,000 | +3.5% | 1,710 | +500.0% | 0.00% | 0.0% |
| Q1 2021 | $86,000 | 0.0% | 285 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $86,000 | +26.5% | 285 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $68,000 | +9.7% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $62,000 | +31.9% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | -21.7% | 285 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $60,000 | +9.1% | 285 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $55,000 | -5.2% | 285 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $58,000 | +1.8% | 285 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $57,000 | +21.3% | 285 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $47,000 | -23.0% | 285 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $61,000 | +8.9% | 285 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $56,000 | +5.7% | 285 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $53,000 | +3.9% | 285 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $51,000 | +4.1% | 285 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $49,000 | +4.3% | 285 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $47,000 | -46.6% | 285 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $88,000 | +114.6% | 570 | +100.0% | 0.01% | -10.0% |
| Q4 2016 | $41,000 | – | 285 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |