ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $293,334 | -5.6% | 4,911 | 0.0% | 0.03% | -23.1% |
Q2 2023 | $310,817 | +4.4% | 4,911 | 0.0% | 0.04% | -20.4% |
Q1 2023 | $297,803 | +3.4% | 4,911 | 0.0% | 0.05% | -7.5% |
Q4 2022 | $288,128 | +10.0% | 4,911 | +1.1% | 0.05% | -17.2% |
Q3 2022 | $262,000 | -4.4% | 4,859 | 0.0% | 0.06% | +6.7% |
Q2 2022 | $274,000 | -16.2% | 4,859 | 0.0% | 0.06% | -10.4% |
Q1 2022 | $327,000 | -13.7% | 4,859 | -8.9% | 0.07% | -17.3% |
Q4 2021 | $379,000 | +6.8% | 5,332 | 0.0% | 0.08% | -10.0% |
Q3 2021 | $355,000 | -0.8% | 5,332 | 0.0% | 0.09% | -8.2% |
Q2 2021 | $358,000 | +6.9% | 5,332 | +300.0% | 0.10% | -34.7% |
Q1 2021 | $335,000 | +7.4% | 1,333 | 0.0% | 0.15% | -1.3% |
Q4 2020 | $312,000 | +16.9% | 1,333 | 0.0% | 0.15% | +2.7% |
Q3 2020 | $267,000 | +8.5% | 1,333 | 0.0% | 0.15% | +13.0% |
Q2 2020 | $246,000 | +20.6% | 1,333 | 0.0% | 0.13% | -3.7% |
Q1 2020 | $204,000 | -36.4% | 1,333 | -13.0% | 0.14% | -30.6% |
Q4 2019 | $321,000 | – | 1,532 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
YARGER WEALTH STRATEGIES, LLC | 72,357 | $4,245,180 | 5.26% |
PACIFIC FINANCIAL GROUP INC | 95,990 | $5,631,718 | 4.22% |
Benchmark Wealth Management, LLC | 84,468 | $4,955,738 | 3.57% |
Matrix Trust Co | 148,922 | $8,737 | 2.21% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 95,298 | $5,591,146 | 1.98% |
OmniStar Financial Group, Inc. | 22,949 | $1,346,395 | 1.53% |
Sunburst Financial Group, LLC | 62,331 | $3,656,960 | 1.46% |
Pitti Group Wealth Management, LLC | 17,703 | $1,038,606 | 1.24% |
Brand Asset Management Group, Inc. | 38,370 | $2,251,173 | 1.14% |
Empirical Asset Management, LLC | 13,095 | $768,262 | 0.81% |