ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 80 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,719 | -4.9% | 540 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $34,398 | +2.9% | 540 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $33,415 | -0.3% | 540 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $33,507 | +11.7% | 540 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $30,000 | -6.2% | 540 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $32,000 | -13.5% | 540 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $37,000 | 0.0% | 540 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $37,000 | +8.8% | 540 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $34,000 | -2.9% | 540 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $35,000 | +6.1% | 540 | +200.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +17.9% | 180 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $28,000 | +16.7% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 180 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $23,000 | +21.1% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -36.7% | 180 | 0.0% | 0.01% | -21.4% |
| Q4 2019 | $30,000 | +3.4% | 180 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $29,000 | +3.6% | 180 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $28,000 | 0.0% | 180 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $28,000 | +12.0% | 180 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $25,000 | -13.8% | 180 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $29,000 | 0.0% | 180 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $29,000 | +3.6% | 180 | 0.0% | 0.02% | +12.5% |
| Q1 2018 | $28,000 | -3.4% | 180 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $29,000 | – | 180 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |