ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 61 filers reported holding ISHARES TR in Q1 2020. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 74,318 | $2,625,000 | 2.23% |
| F3Logic, LLC | 292,941 | $10,347,000 | 1.80% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Matrix Trust Co | 143,099 | $5,054,000 | 1.40% |
| Opes Wealth Management LLC | 69,765 | $2,464,000 | 0.99% |
| Integrity Financial Corp /WA | 28,855 | $1,019,000 | 0.97% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 85,155 | $3,008,000 | 0.49% |
| Aspire Wealth Management Corp | 14,304 | $505,000 | 0.46% |
| Black Diamond Financial, LLC | 29,995 | $1,075,000 | 0.42% |
| Courage Miller Partners, LLC | 20,325 | $718,000 | 0.34% |