ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 117 filers reported holding ISHARES TR in Q1 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |