ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,426 | -13.8% | 140 | -7.9% | 0.00% | – |
| Q2 2023 | $6,294 | +6.2% | 152 | 0.0% | 0.00% | – |
| Q1 2023 | $5,925 | +8.2% | 152 | 0.0% | 0.00% | – |
| Q4 2022 | $5,478 | +9.6% | 152 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 152 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 152 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 152 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 152 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 152 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 152 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +40.0% | 152 | +794.1% | 0.00% | – |
| Q4 2020 | $5,000 | -85.7% | 17 | -92.3% | 0.00% | -100.0% |
| Q1 2020 | $35,000 | -23.9% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $46,000 | +9.5% | 220 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $42,000 | -4.5% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $44,000 | +63.0% | 220 | +57.1% | 0.00% | +50.0% |
| Q1 2019 | $27,000 | – | 140 | – | 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% |