ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 82 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $997,252 | -2.6% | 15,397 | 0.0% | 0.26% | +2.0% |
| Q2 2023 | $1,024,197 | +4.5% | 15,397 | +0.4% | 0.25% | -0.8% |
| Q1 2023 | $980,401 | +10.8% | 15,343 | +9.7% | 0.25% | +5.0% |
| Q4 2022 | $884,515 | +12.5% | 13,989 | +0.5% | 0.24% | +10.6% |
| Q3 2022 | $786,000 | -5.2% | 13,922 | +1.3% | 0.22% | -2.2% |
| Q2 2022 | $829,000 | -11.1% | 13,739 | +1.1% | 0.22% | +1.4% |
| Q1 2022 | $932,000 | +4.3% | 13,594 | +5.8% | 0.22% | +7.3% |
| Q4 2021 | $894,000 | +8.0% | 12,845 | -1.3% | 0.20% | -1.9% |
| Q3 2021 | $828,000 | -4.2% | 13,018 | -2.8% | 0.21% | -5.0% |
| Q2 2021 | $864,000 | +5.5% | 13,390 | +100.9% | 0.22% | -3.5% |
| Q1 2021 | $819,000 | +18.4% | 6,666 | +8.1% | 0.23% | +8.6% |
| Q4 2020 | $692,000 | +17.1% | 6,167 | +3.0% | 0.21% | +1.0% |
| Q3 2020 | $591,000 | +2.6% | 5,985 | -0.2% | 0.21% | -3.7% |
| Q2 2020 | $576,000 | +21.5% | 5,996 | +5.2% | 0.22% | -4.0% |
| Q1 2020 | $474,000 | -35.4% | 5,699 | -8.6% | 0.22% | -8.2% |
| Q4 2019 | $734,000 | +10.7% | 6,235 | +2.1% | 0.24% | +1.7% |
| Q3 2019 | $663,000 | +8.2% | 6,105 | +8.1% | 0.24% | +5.2% |
| Q2 2019 | $613,000 | -0.3% | 5,647 | -2.2% | 0.23% | -8.0% |
| Q1 2019 | $615,000 | -1.6% | 5,774 | -11.1% | 0.25% | -12.6% |
| Q4 2018 | $625,000 | – | 6,498 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 318,038 | $27,542,000 | 7.44% |
| SPC Financial, Inc. | 121,342 | $10,508,000 | 2.68% |
| VisionPoint Advisory Group, LLC | 39,044 | $3,381,000 | 1.58% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 16,644 | $1,441,000 | 1.49% |
| Equitable Holdings, Inc. | 412,536 | $35,726,000 | 1.28% |
| TAP Consulting, LLC | 16,987 | $1,471,000 | 0.99% |
| GenWealth Group, Inc. | 19,678 | $1,704,000 | 0.74% |
| Courage Miller Partners, LLC | 8,275 | $716,000 | 0.44% |
| Brand Asset Management Group, Inc. | 6,610 | $572,000 | 0.42% |
| Towerpoint Wealth, LLC | 5,590 | $484,000 | 0.38% |