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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $276,000 | -93.3% | 6,240 | -92.5% | 0.00% | -92.9% |
| Q4 2021 | $4,134,000 | -9.7% | 83,271 | -10.4% | 0.04% | -8.7% |
| Q3 2021 | $4,576,000 | +2.2% | 92,925 | +7.5% | 0.05% | -9.8% |
| Q2 2021 | $4,479,000 | -0.1% | 86,441 | +479.1% | 0.05% | -10.5% |
| Q1 2021 | $4,485,000 | +428.9% | 14,928 | +438.5% | 0.06% | +470.0% |
| Q4 2020 | $848,000 | -99.9% | 2,772 | +6346.5% | 0.01% | -23.1% |
| Q3 2020 | $670,000,000 | – | 43 | – | 0.01% | – |
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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% |