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 ↓ |
|---|---|---|---|
| Courage Miller Partners, LLC | 19,636 | $2,334,000 | 1.61% |
| FIRST AMERICAN TRUST, FSB | 23,828 | $2,832,000 | 1.04% |
| GHP Investment Advisors, Inc. | 27,826 | $3,307,000 | 0.80% |
| M Holdings Securities, Inc. | 7,750 | $921,000 | 0.62% |
| Summit Asset Management, LLC | 2,555 | $304,000 | 0.21% |
| Plante Moran Financial Advisors, LLC | 1,100 | $131,000 | 0.10% |
| Ausdal Financial Partners, Inc. | 1,570 | $187,000 | 0.10% |
| Virtu Financial LLC | 3,407 | $403,000 | 0.06% |
| ATHERTON LANE ADVISERS, LLC | 6,485 | $771,000 | 0.04% |
| US FINANCIAL ADVISORS, LLC | 382 | $45,000 | 0.04% |