ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,441 | +4.8% | 1,508 | +12.0% | 0.01% | 0.0% |
| Q2 2023 | $55,748 | +20.2% | 1,346 | +13.1% | 0.01% | -7.7% |
| Q1 2023 | $46,380 | +30.9% | 1,190 | +21.1% | 0.01% | +18.2% |
| Q4 2022 | $35,427 | +61.0% | 983 | +60.6% | 0.01% | +83.3% |
| Q2 2022 | $22,000 | +29.4% | 612 | +59.0% | 0.01% | +50.0% |
| Q1 2022 | $17,000 | -60.5% | 385 | -55.3% | 0.00% | -63.6% |
| Q4 2021 | $43,000 | +2.4% | 861 | +1.7% | 0.01% | -35.3% |
| Q3 2021 | $42,000 | -2.3% | 847 | +1.3% | 0.02% | +41.7% |
| Q2 2021 | $43,000 | +7.5% | 836 | +528.6% | 0.01% | -7.7% |
| Q1 2021 | $40,000 | +207.7% | 133 | +209.3% | 0.01% | +30.0% |
| Q4 2020 | $13,000 | – | 43 | – | 0.01% | – |
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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% |