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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,120,911 | -9.0% | 29,740 | +0.0% | 0.06% | -6.7% |
| Q2 2023 | $1,231,424 | +9.3% | 29,737 | -0.1% | 0.06% | 0.0% |
| Q1 2023 | $1,126,398 | -0.1% | 29,767 | -4.9% | 0.06% | -22.1% |
| Q4 2022 | $1,127,514 | -7.6% | 31,285 | -3.8% | 0.08% | -16.3% |
| Q3 2022 | $1,220,000 | -2.1% | 32,511 | -7.8% | 0.09% | -8.0% |
| Q2 2022 | $1,246,000 | -2.4% | 35,279 | +0.0% | 0.10% | 0.0% |
| Q1 2022 | $1,277,000 | -33.3% | 35,278 | -9.3% | 0.10% | -47.1% |
| Q3 2021 | $1,915,000 | -6.4% | 38,881 | -1.5% | 0.19% | -10.0% |
| Q2 2021 | $2,046,000 | +5.5% | 39,488 | +511.7% | 0.21% | -7.5% |
| Q1 2021 | $1,939,000 | -0.1% | 6,455 | +1.0% | 0.23% | -6.6% |
| Q4 2020 | $1,941,000 | +30.5% | 6,394 | +2.2% | 0.24% | +11.5% |
| Q3 2020 | $1,487,000 | +4.1% | 6,258 | -3.2% | 0.22% | -4.4% |
| Q2 2020 | $1,429,000 | +10107.1% | 6,465 | +7689.2% | 0.23% | +7500.0% |
| Q1 2020 | $14,000 | -22.2% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | +12.5% | 83 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | -5.9% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 83 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $17,000 | +21.4% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -6.7% | 83 | +18.6% | 0.00% | +33.3% |
| Q3 2018 | $15,000 | +7.1% | 70 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $14,000 | +7.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | – | 70 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |