ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 128 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $147,000 | -17.9% | 870 | -21.1% | 0.13% | -20.1% |
| Q3 2019 | $179,000 | +0.6% | 1,102 | -1.3% | 0.16% | +1.9% |
| Q2 2019 | $178,000 | -2.2% | 1,117 | -3.0% | 0.16% | +48.6% |
| Q1 2019 | $182,000 | +7.1% | 1,152 | -5.8% | 0.10% | -7.9% |
| Q4 2018 | $170,000 | -11.9% | 1,223 | +3.8% | 0.11% | +20.0% |
| Q3 2018 | $193,000 | -11.5% | 1,178 | -12.8% | 0.10% | -13.6% |
| Q2 2018 | $218,000 | -10.7% | 1,351 | -12.4% | 0.11% | -15.4% |
| Q1 2018 | $244,000 | -0.8% | 1,543 | +1.2% | 0.13% | -2.3% |
| Q4 2017 | $246,000 | +1.2% | 1,524 | -4.6% | 0.13% | -4.3% |
| Q3 2017 | $243,000 | +8.5% | 1,598 | +6.8% | 0.14% | +0.7% |
| Q2 2017 | $224,000 | +7.7% | 1,496 | +7.9% | 0.14% | -28.1% |
| Q1 2017 | $208,000 | -30.2% | 1,387 | -33.3% | 0.19% | -38.9% |
| Q4 2016 | $298,000 | – | 2,079 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 221,814 | $15,580 | 3.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 80,628 | $5,663,302 | 1.41% |
| Black Diamond Financial, LLC | 93,091 | $6,538,716 | 1.26% |
| Steele Capital Management, Inc. | 221,814 | $15,580,211 | 0.87% |
| Marietta Wealth Management, LLC | 70,788 | $4,972,149 | 0.78% |
| Rodgers & Associates, LTD | 81,371 | $5,715,502 | 0.74% |
| Orgel Wealth Management, LLC | 347,846 | $24,432,704 | 0.66% |
| Bedel Financial Consulting, Inc. | 62,898 | $4,417,956 | 0.65% |
| PCA Investment Advisory Services Inc. | 16,744 | $1,176,074 | 0.62% |
| AIRE ADVISORS, LLC | 35,540 | $2,496,142 | 0.57% |