ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 108 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,189 | -12.5% | 5,076 | -7.3% | 0.04% | -10.3% |
| Q2 2023 | $346,576 | -8.9% | 5,476 | -12.7% | 0.04% | -20.4% |
| Q1 2023 | $380,335 | +3.4% | 6,272 | 0.0% | 0.05% | -3.9% |
| Q4 2022 | $367,978 | +6.0% | 6,272 | -2.6% | 0.05% | 0.0% |
| Q3 2022 | $347,000 | -4.4% | 6,440 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $363,000 | -16.2% | 6,440 | 0.0% | 0.05% | -5.6% |
| Q1 2022 | $433,000 | -5.5% | 6,440 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $458,000 | +4.6% | 6,440 | -2.2% | 0.06% | -6.7% |
| Q3 2021 | $438,000 | -0.7% | 6,584 | 0.0% | 0.06% | -28.6% |
| Q2 2021 | $441,000 | +6.3% | 6,584 | +300.0% | 0.08% | 0.0% |
| Q1 2021 | $415,000 | -14.4% | 1,646 | -20.5% | 0.08% | -26.3% |
| Q4 2020 | $485,000 | -36.9% | 2,070 | -46.1% | 0.11% | -45.5% |
| Q3 2020 | $769,000 | -82.2% | 3,841 | -83.6% | 0.21% | -83.9% |
| Q2 2020 | $4,316,000 | +20.6% | 23,413 | +0.1% | 1.30% | -0.2% |
| Q1 2020 | $3,578,000 | -32.0% | 23,401 | -6.8% | 1.30% | -12.9% |
| Q4 2019 | $5,259,000 | +3.8% | 25,112 | -1.9% | 1.49% | -4.9% |
| Q3 2019 | $5,065,000 | -1.9% | 25,609 | -3.7% | 1.57% | +5.5% |
| Q2 2019 | $5,162,000 | +0.5% | 26,591 | -2.8% | 1.48% | -3.0% |
| Q1 2019 | $5,134,000 | +13.9% | 27,358 | -1.9% | 1.53% | +5.5% |
| Q4 2018 | $4,508,000 | -17.2% | 27,889 | -2.8% | 1.45% | -7.6% |
| Q3 2018 | $5,443,000 | +5.6% | 28,701 | +2.3% | 1.57% | -4.3% |
| Q2 2018 | $5,152,000 | -4.1% | 28,065 | -7.5% | 1.64% | -10.0% |
| Q1 2018 | $5,371,000 | -4.9% | 30,342 | +1.8% | 1.82% | +3.9% |
| Q4 2017 | $5,647,000 | +8.7% | 29,793 | +1.0% | 1.76% | -10.7% |
| Q3 2017 | $5,196,000 | +9.7% | 29,512 | +5.5% | 1.97% | -5.3% |
| Q2 2017 | $4,737,000 | -10.5% | 27,969 | -12.7% | 2.08% | -18.0% |
| Q1 2017 | $5,291,000 | -18.9% | 32,027 | -21.5% | 2.53% | -33.6% |
| Q4 2016 | $6,528,000 | – | 40,784 | – | 3.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
| PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
| Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
| Matrix Trust Co | 148,922 | $8,737 | 2.21% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
| OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
| Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
| Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
| Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
| Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |