ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 72 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $278,000 | +20.9% | 1,508 | +2.4% | 0.02% | +25.0% |
| Q4 2020 | $230,000 | -12.2% | 1,472 | -5.1% | 0.02% | -42.9% |
| Q4 2019 | $262,000 | -54.8% | 1,551 | -56.9% | 0.03% | -57.6% |
| Q3 2019 | $580,000 | -70.0% | 3,602 | -70.7% | 0.07% | -70.5% |
| Q2 2019 | $1,936,000 | -0.4% | 12,297 | -1.5% | 0.22% | -7.4% |
| Q1 2019 | $1,943,000 | +9.0% | 12,478 | -2.9% | 0.24% | -0.4% |
| Q4 2018 | $1,783,000 | +473.3% | 12,846 | +568.7% | 0.24% | +594.3% |
| Q3 2018 | $311,000 | -16.2% | 1,921 | -17.7% | 0.04% | -22.2% |
| Q2 2018 | $371,000 | +0.3% | 2,335 | -1.6% | 0.04% | -6.2% |
| Q1 2018 | $370,000 | -21.9% | 2,372 | -20.2% | 0.05% | -26.2% |
| Q4 2017 | $474,000 | – | 2,972 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |