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 | $19,768 | -6.4% | 510 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $21,119 | +6.2% | 510 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $19,881 | +8.2% | 510 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18,380 | -99.9% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $17,677,000 | -1.9% | 510 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,013,000 | -16.4% | 510 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $21,558,000 | -14.8% | 510 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $25,316,000 | +0.8% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $25,112,000 | -1.7% | 510 | +500.0% | 0.01% | -18.2% |
| Q1 2021 | $25,537,000 | -1.0% | 85 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $25,798,000 | +22.0% | 85 | -4.5% | 0.01% | +9.1% |
| Q3 2020 | $21,144,000 | +7.5% | 89 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,669,000 | +131026.7% | 89 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $15,000 | -34.8% | 89 | -17.6% | 0.01% | -16.7% |
| Q4 2019 | $23,000 | – | 108 | – | 0.01% | – |
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% |