ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $152,000 | -1.3% | 4,400 | +0.3% | 0.04% | +2.4% |
| Q2 2022 | $154,000 | -20.2% | 4,386 | +0.1% | 0.04% | -8.9% |
| Q1 2022 | $193,000 | -11.1% | 4,380 | +0.1% | 0.04% | -10.0% |
| Q4 2021 | $217,000 | -3.1% | 4,376 | -4.2% | 0.05% | -12.3% |
| Q3 2021 | $224,000 | -5.1% | 4,566 | +0.1% | 0.06% | -5.0% |
| Q2 2021 | $236,000 | +8.3% | 4,562 | +529.2% | 0.06% | -1.6% |
| Q1 2021 | $218,000 | -0.9% | 725 | 0.0% | 0.06% | -9.0% |
| Q4 2020 | $220,000 | +26.4% | 725 | -1.2% | 0.07% | +9.8% |
| Q3 2020 | $174,000 | +6.7% | 734 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $163,000 | +43.0% | 734 | 0.0% | 0.06% | +13.0% |
| Q1 2020 | $114,000 | -20.8% | 734 | +8.3% | 0.05% | +12.5% |
| Q4 2019 | $144,000 | +10.8% | 678 | +0.1% | 0.05% | +2.1% |
| Q3 2019 | $130,000 | -5.8% | 677 | 0.0% | 0.05% | -9.6% |
| Q2 2019 | $138,000 | – | 677 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 50,653 | $1,963,314 | 1.57% |
| Matrix Trust Co | 149,473 | $5,794 | 1.51% |
| Opes Wealth Management LLC | 106,426 | $4,125,072 | 1.14% |
| Gallagher Fiduciary Advisors, LLC | 311,609 | $12,077,958 | 1.06% |
| Black Diamond Financial, LLC | 82,442 | $3,195,451 | 0.98% |
| VAUGHAN & Co SECURITIES, INC. | 25,278 | $979,775 | 0.73% |
| BEAM WEALTH ADVISORS, INC. | 24,457 | $947,959 | 0.67% |
| Asset Allocation Strategies LLC | 32,092 | $1,243,906 | 0.57% |
| Certified Advisory Corp | 74,374 | $2,882,736 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83,654 | $3,242,418 | 0.38% |