ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,513 | -4.9% | 91 | 0.0% | 0.00% | – |
Q2 2023 | $5,796 | -13.8% | 91 | -16.5% | 0.00% | – |
Q1 2023 | $6,724 | +0.1% | 109 | +0.9% | 0.00% | – |
Q4 2022 | $6,716 | +11.9% | 108 | 0.0% | 0.00% | – |
Q3 2022 | $6,000 | -33.3% | 108 | -33.7% | 0.00% | – |
Q2 2022 | $9,000 | -18.2% | 163 | 0.0% | 0.00% | – |
Q1 2022 | $11,000 | 0.0% | 163 | +0.6% | 0.00% | – |
Q4 2021 | $11,000 | +10.0% | 162 | +0.6% | 0.00% | – |
Q3 2021 | $10,000 | 0.0% | 161 | +0.6% | 0.00% | – |
Q2 2021 | $10,000 | +25.0% | 160 | +28.0% | 0.00% | – |
Q1 2021 | $8,000 | -46.7% | 125 | +50.6% | 0.00% | -100.0% |
Q4 2020 | $15,000 | +200.0% | 83 | +102.4% | 0.00% | – |
Q3 2020 | $5,000 | +25.0% | 41 | 0.0% | 0.00% | – |
Q2 2020 | $4,000 | 0.0% | 41 | +2.5% | 0.00% | – |
Q1 2020 | $4,000 | -84.0% | 40 | -73.9% | 0.00% | -100.0% |
Q4 2019 | $25,000 | -21.9% | 153 | -25.7% | 0.00% | -50.0% |
Q3 2019 | $32,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $32,000 | 0.0% | 206 | +0.5% | 0.00% | 0.0% |
Q1 2019 | $32,000 | +18.5% | 205 | +3.0% | 0.00% | 0.0% |
Q4 2018 | $27,000 | -12.9% | 199 | +1.0% | 0.00% | 0.0% |
Q3 2018 | $31,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $31,000 | +3.3% | 197 | 0.0% | 0.00% | -33.3% |
Q1 2018 | $30,000 | -36.2% | 197 | -33.4% | 0.00% | -25.0% |
Q4 2017 | $47,000 | +6.8% | 296 | +0.3% | 0.00% | 0.0% |
Q3 2017 | $44,000 | +2.3% | 295 | +0.3% | 0.00% | 0.0% |
Q2 2017 | $43,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $43,000 | +13.2% | 294 | +11.4% | 0.00% | -20.0% |
Q4 2016 | $38,000 | +11.8% | 264 | +1.5% | 0.01% | 0.0% |
Q3 2016 | $34,000 | +3.0% | 260 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $33,000 | +3.1% | 260 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $32,000 | – | 260 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
NWAM LLC | 6,938 | $1,123,000 | 0.25% |
Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |