ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 82 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $294,380 | -29.8% | 4,607 | -30.6% | 0.02% | -36.0% |
| Q4 2022 | $419,525 | +41.3% | 6,635 | +25.8% | 0.02% | +25.0% |
| Q3 2022 | $297,000 | -4.5% | 5,273 | +2.6% | 0.02% | -4.8% |
| Q2 2022 | $311,000 | -3.7% | 5,140 | +9.2% | 0.02% | +5.0% |
| Q1 2022 | $323,000 | -20.2% | 4,708 | -19.1% | 0.02% | -20.0% |
| Q4 2021 | $405,000 | +3.8% | 5,822 | -4.9% | 0.02% | -7.4% |
| Q3 2021 | $390,000 | -22.5% | 6,120 | -21.5% | 0.03% | -25.0% |
| Q2 2021 | $503,000 | +2.2% | 7,792 | +94.7% | 0.04% | -14.3% |
| Q1 2021 | $492,000 | +5.6% | 4,002 | -3.5% | 0.04% | 0.0% |
| Q4 2020 | $466,000 | – | 4,149 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 318,038 | $27,542,000 | 7.44% |
| SPC Financial, Inc. | 121,342 | $10,508,000 | 2.68% |
| VisionPoint Advisory Group, LLC | 39,044 | $3,381,000 | 1.58% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 16,644 | $1,441,000 | 1.49% |
| Equitable Holdings, Inc. | 412,536 | $35,726,000 | 1.28% |
| TAP Consulting, LLC | 16,987 | $1,471,000 | 0.99% |
| GenWealth Group, Inc. | 19,678 | $1,704,000 | 0.74% |
| Courage Miller Partners, LLC | 8,275 | $716,000 | 0.44% |
| Brand Asset Management Group, Inc. | 6,610 | $572,000 | 0.42% |
| Towerpoint Wealth, LLC | 5,590 | $484,000 | 0.38% |