ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 53 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,207 | +1.7% | 5,240 | +6.1% | 0.02% | +6.2% |
| Q2 2023 | $328,476 | +4.9% | 4,938 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $313,267 | -16.6% | 4,938 | -16.9% | 0.02% | -34.6% |
| Q4 2022 | $375,776 | +1.0% | 5,943 | 0.0% | 0.03% | -7.1% |
| Q3 2022 | $372,000 | +3.6% | 5,943 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $359,000 | -5.3% | 5,943 | 0.0% | 0.03% | -3.3% |
| Q1 2022 | $379,000 | -3.3% | 5,943 | -3.5% | 0.03% | -23.1% |
| Q3 2021 | $392,000 | +9.8% | 6,159 | +11.5% | 0.04% | +5.4% |
| Q2 2021 | $357,000 | -11.9% | 5,524 | +67.4% | 0.04% | -21.3% |
| Q1 2021 | $405,000 | +15.4% | 3,299 | +5.6% | 0.05% | +6.8% |
| Q4 2020 | $351,000 | +13.6% | 3,124 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $309,000 | -13.0% | 3,124 | -15.0% | 0.04% | -21.1% |
| Q2 2020 | $355,000 | +11.6% | 3,674 | 0.0% | 0.06% | -5.0% |
| Q1 2020 | $318,000 | +41.3% | 3,674 | +91.0% | 0.06% | +76.5% |
| Q4 2019 | $225,000 | +5.6% | 1,924 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $213,000 | +2.4% | 1,924 | 0.0% | 0.04% | -12.5% |
| Q2 2019 | $208,000 | -1.0% | 1,924 | -3.3% | 0.04% | -21.6% |
| Q1 2019 | $210,000 | +107.9% | 1,990 | +90.6% | 0.05% | +96.2% |
| Q4 2018 | $101,000 | +102.0% | 1,044 | +124.5% | 0.03% | +136.4% |
| Q3 2018 | $50,000 | +6.4% | 465 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $47,000 | 0.0% | 465 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $47,000 | -4.1% | 465 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $49,000 | +6.5% | 465 | 0.0% | 0.01% | -31.6% |
| Q3 2017 | $46,000 | +2.2% | 465 | 0.0% | 0.02% | -9.5% |
| Q2 2017 | $45,000 | 0.0% | 465 | 0.0% | 0.02% | -16.0% |
| Q1 2017 | $45,000 | +2.3% | 465 | 0.0% | 0.02% | -16.7% |
| Q4 2016 | $44,000 | – | 465 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 823,988 | $53,370 | 13.93% |
| Lauer Wealth, LLC | 96,431 | $6,277,663 | 6.78% |
| BARRETT & COMPANY, INC. | 86,005 | $5,570,527 | 3.28% |
| Dentgroup LLC | 58,931 | $3,816,937 | 2.81% |
| SPC Financial, Inc. | 257,840 | $16,700,297 | 1.87% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 79,594 | $5,155,317 | 1.86% |
| Equitable Holdings, Inc. | 1,380,703 | $89,428,133 | 1.28% |
| Madison Wealth Partners, Inc | 36,920 | $2,391,280 | 1.21% |
| Derbend Asset Management | 9,908 | $641,741 | 0.44% |
| Brand Asset Management Group, Inc. | 11,921 | $772,124 | 0.40% |