ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,698 | -2.9% | 4,080 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $250,945 | -3.6% | 3,965 | -7.7% | 0.01% | -9.1% |
| Q1 2023 | $260,388 | +3.4% | 4,294 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $251,929 | +12.0% | 4,294 | +2.6% | 0.01% | -8.3% |
| Q3 2022 | $225,000 | -0.9% | 4,184 | +3.8% | 0.01% | -20.0% |
| Q2 2022 | $227,000 | -11.3% | 4,029 | +6.0% | 0.02% | +7.1% |
| Q1 2022 | $256,000 | -5.5% | 3,800 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $271,000 | +11.5% | 3,808 | +4.4% | 0.01% | 0.0% |
| Q3 2021 | $243,000 | -2.4% | 3,648 | -1.8% | 0.01% | -6.7% |
| Q2 2021 | $249,000 | +22.7% | 3,716 | +361.0% | 0.02% | +7.1% |
| Q1 2021 | $203,000 | -56.2% | 806 | -59.3% | 0.01% | -58.8% |
| Q4 2020 | $463,000 | +10.8% | 1,979 | -5.3% | 0.03% | -5.6% |
| Q3 2020 | $418,000 | +1.7% | 2,089 | -6.4% | 0.04% | -10.0% |
| Q2 2020 | $411,000 | +3.3% | 2,231 | -14.1% | 0.04% | -25.9% |
| Q1 2020 | $398,000 | – | 2,596 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |