ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 123 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,180 | -6.2% | 14,337 | 0.0% | 0.07% | +7.8% |
| Q2 2023 | $593,695 | +6.2% | 14,337 | 0.0% | 0.06% | -1.5% |
| Q1 2023 | $558,889 | +8.2% | 14,337 | 0.0% | 0.06% | +20.4% |
| Q4 2022 | $516,705 | -45.4% | 14,337 | -47.4% | 0.05% | -50.5% |
| Q3 2022 | $946,000 | -1.9% | 27,282 | 0.0% | 0.11% | +7.9% |
| Q2 2022 | $964,000 | -20.1% | 27,282 | 0.0% | 0.10% | -14.4% |
| Q1 2022 | $1,206,000 | -10.9% | 27,282 | 0.0% | 0.12% | -7.1% |
| Q4 2021 | $1,354,000 | +0.8% | 27,282 | 0.0% | 0.13% | -11.2% |
| Q3 2021 | $1,343,000 | -5.0% | 27,282 | 0.0% | 0.14% | -4.0% |
| Q2 2021 | $1,413,000 | +3.4% | 27,282 | +500.0% | 0.15% | -6.9% |
| Q1 2021 | $1,366,000 | – | 4,547 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |