ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 162 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $337,382 | -4.4% | 4,813 | -0.6% | 0.01% | -7.1% |
Q1 2024 | $352,777 | +7.6% | 4,844 | -0.8% | 0.01% | -6.7% |
Q4 2023 | $327,727 | +14.8% | 4,882 | +2.2% | 0.02% | +7.1% |
Q3 2023 | $285,355 | -0.3% | 4,777 | +5.7% | 0.01% | -6.7% |
Q2 2023 | $286,161 | -5.9% | 4,521 | -9.9% | 0.02% | -11.8% |
Q1 2023 | $304,080 | +12.7% | 5,015 | +9.0% | 0.02% | 0.0% |
Q4 2022 | $269,884 | +8.8% | 4,600 | -0.1% | 0.02% | -10.5% |
Q3 2022 | $248,000 | -3.5% | 4,604 | +0.8% | 0.02% | -17.4% |
Q2 2022 | $257,000 | -16.6% | 4,569 | -0.0% | 0.02% | 0.0% |
Q1 2022 | $308,000 | -5.8% | 4,571 | -0.5% | 0.02% | -4.2% |
Q4 2021 | $327,000 | +6.9% | 4,596 | -0.1% | 0.02% | -4.0% |
Q3 2021 | $306,000 | -2.5% | 4,601 | -1.6% | 0.02% | +25.0% |
Q2 2021 | $314,000 | +6.8% | 4,677 | +300.4% | 0.02% | -4.8% |
Q1 2021 | $294,000 | +7.7% | 1,168 | +0.1% | 0.02% | -8.7% |
Q4 2020 | $273,000 | +6.2% | 1,167 | -8.9% | 0.02% | -11.5% |
Q3 2020 | $257,000 | +6.2% | 1,281 | -2.6% | 0.03% | -21.2% |
Q2 2020 | $242,000 | -1.6% | 1,315 | +12.2% | 0.03% | +13.8% |
Q4 2019 | $246,000 | +10.3% | 1,172 | +4.0% | 0.03% | -3.3% |
Q3 2019 | $223,000 | +2.3% | 1,127 | +0.4% | 0.03% | -6.2% |
Q2 2019 | $218,000 | -4.8% | 1,122 | -8.0% | 0.03% | -15.8% |
Q1 2019 | $229,000 | +30.9% | 1,220 | +23.6% | 0.04% | -19.1% |
Q1 2018 | $175,000 | 0.0% | 987 | +7.0% | 0.05% | +2.2% |
Q4 2017 | $175,000 | +57.7% | 922 | +46.1% | 0.05% | -2.1% |
Q3 2017 | $111,000 | -52.2% | 631 | +126.2% | 0.05% | -58.0% |
Q2 2017 | $232,000 | +673.3% | 279 | +64.1% | 0.11% | +460.0% |
Q1 2017 | $30,000 | +900.0% | 170 | +750.0% | 0.02% | +900.0% |
Q4 2016 | $3,000 | – | 20 | – | 0.00% | – |
Download |
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% |