ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 70 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $211,113 | -7.0% | 5,098 | -20.8% | 0.12% | -12.5% |
Q2 2022 | $227,000 | -20.1% | 6,433 | 0.0% | 0.14% | -3.5% |
Q1 2022 | $284,000 | -23.7% | 6,433 | -14.3% | 0.14% | -19.9% |
Q4 2021 | $372,000 | +0.8% | 7,503 | 0.0% | 0.18% | -4.3% |
Q3 2021 | $369,000 | -10.0% | 7,503 | -5.1% | 0.18% | -9.8% |
Q2 2021 | $410,000 | +3.5% | 7,908 | +500.0% | 0.20% | +7.4% |
Q1 2021 | $396,000 | -19.2% | 1,318 | -18.3% | 0.19% | -22.4% |
Q4 2020 | $490,000 | +26.9% | 1,613 | -0.6% | 0.24% | +14.0% |
Q3 2020 | $386,000 | -7.4% | 1,623 | -14.1% | 0.22% | -17.3% |
Q2 2020 | $417,000 | +30.3% | 1,889 | -1.8% | 0.26% | +2.8% |
Q1 2020 | $320,000 | -26.6% | 1,924 | -6.6% | 0.25% | -12.2% |
Q4 2019 | $436,000 | +6.1% | 2,059 | -2.4% | 0.29% | +3.2% |
Q3 2019 | $411,000 | -3.7% | 2,109 | +2.9% | 0.28% | -6.7% |
Q2 2019 | $427,000 | -1.8% | 2,049 | -6.0% | 0.30% | -1.6% |
Q1 2019 | $435,000 | +16.9% | 2,180 | -2.4% | 0.30% | +2.0% |
Q4 2018 | $372,000 | – | 2,234 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
Matrix Trust Co | 143,890 | $5,609 | 1.51% |
Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
Breakwater Capital Group | 22,083 | $860,846 | 0.36% |