ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,399 | +109.5% | 11,723 | +123.8% | 0.04% | +111.1% |
| Q2 2023 | $216,882 | -84.0% | 5,237 | -80.0% | 0.02% | -87.7% |
| Q3 2021 | $1,356,000 | 0.0% | 26,171 | 0.0% | 0.15% | +0.7% |
| Q2 2021 | $1,356,000 | +4274.2% | 26,171 | +19877.9% | 0.14% | +3525.0% |
| Q3 2020 | $31,000 | +10.7% | 131 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | +27.3% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -21.4% | 131 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $28,000 | +12.0% | 131 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | -3.8% | 131 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 131 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +23.8% | 131 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -22.2% | 131 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $27,000 | -30.8% | 131 | -34.8% | 0.01% | -37.5% |
| Q2 2018 | $39,000 | – | 201 | – | 0.01% | – |
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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% |