ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,304 | -2.6% | 1,070 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $71,176 | +4.1% | 1,070 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $68,373 | +1.1% | 1,070 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $67,656 | +12.8% | 1,070 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $60,000 | -11.8% | 1,070 | -5.3% | 0.00% | +33.3% |
| Q2 2022 | $68,000 | -11.7% | 1,130 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $77,000 | -8.3% | 1,130 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $84,000 | +9.1% | 1,210 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -1.3% | 1,210 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $78,000 | +1.3% | 1,210 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $77,000 | +4.1% | 1,210 | +100.0% | 0.00% | -33.3% |
| Q4 2020 | $74,000 | +640.0% | 605 | +476.2% | 0.00% | +200.0% |
| Q3 2020 | $10,000 | +42.9% | 105 | +40.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -25.0% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | -36.4% | 75 | -28.6% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | -9.1% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $10,000 | +11.1% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | – | 105 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 144,671 | $14,621,000 | 7.18% |
| SPC Financial, Inc. | 97,755 | $9,938,000 | 2.17% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 15,156 | $1,540,000 | 1.38% |
| Courage Miller Partners, LLC | 13,696 | $1,392,000 | 0.83% |
| Brand Asset Management Group, Inc. | 7,353 | $748,000 | 0.57% |
| Cypress Wealth Services, LLC | 11,541 | $1,173,000 | 0.45% |
| IFG Advisory, LLC | 10,660 | $1,655,000 | 0.34% |
| Ullmann Wealth Partners Group, LLC | 3,472 | $352,000 | 0.24% |
| AXA S.A. | 441,936 | $44,929,000 | 0.17% |
| Summit Asset Management, LLC | 3,157 | $321,000 | 0.15% |