ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 77 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 2024 | $1,005,400 | -0.7% | 13,173 | 0.0% | 0.07% | -4.2% |
| Q1 2024 | $1,012,477 | +8.8% | 13,173 | 0.0% | 0.07% | 0.0% |
| Q4 2023 | $930,277 | +9.0% | 13,173 | 0.0% | 0.07% | -4.1% |
| Q3 2023 | $853,215 | -2.6% | 13,173 | 0.0% | 0.07% | -1.3% |
| Q2 2023 | $876,268 | -6.8% | 13,173 | -10.4% | 0.08% | -11.8% |
| Q1 2023 | $939,841 | +1.1% | 14,708 | 0.0% | 0.08% | -3.4% |
| Q4 2022 | $929,987 | +11.9% | 14,708 | 0.0% | 0.09% | +2.3% |
| Q3 2022 | $831,000 | -6.4% | 14,708 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $888,000 | -12.0% | 14,708 | 0.0% | 0.09% | +2.4% |
| Q1 2022 | $1,009,000 | +2.9% | 14,708 | 0.0% | 0.08% | -2.3% |
| Q4 2021 | $981,000 | +4.8% | 14,708 | 0.0% | 0.09% | +4.9% |
| Q3 2021 | $936,000 | -1.5% | 14,708 | 0.0% | 0.08% | -4.7% |
| Q2 2021 | $950,000 | +3.4% | 14,708 | +100.0% | 0.09% | -6.5% |
| Q1 2021 | $919,000 | +9.5% | 7,354 | 0.0% | 0.09% | +1.1% |
| Q4 2020 | $839,000 | +13.4% | 7,354 | 0.0% | 0.09% | -2.2% |
| Q3 2020 | $740,000 | -1.9% | 7,354 | 0.0% | 0.09% | -13.9% |
| Q2 2020 | $754,000 | -22.6% | 7,354 | -28.3% | 0.11% | -37.9% |
| Q1 2020 | $974,000 | -19.1% | 10,254 | 0.0% | 0.17% | -31.2% |
| Q4 2019 | $1,204,000 | +2.6% | 10,254 | 0.0% | 0.25% | -9.3% |
| Q3 2019 | $1,174,000 | +7.6% | 10,254 | 0.0% | 0.28% | -10.0% |
| Q2 2019 | $1,091,000 | +0.9% | 10,254 | 0.0% | 0.31% | -10.1% |
| Q1 2019 | $1,081,000 | – | 10,254 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |