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 | $517,382 | -1.4% | 8,662 | +4.5% | 0.33% | +1.6% |
| Q2 2023 | $524,610 | +4.3% | 8,289 | -0.1% | 0.32% | +1.3% |
| Q1 2023 | $503,130 | +0.8% | 8,297 | -2.5% | 0.32% | -1.9% |
| Q4 2022 | $499,164 | +10.9% | 8,508 | +2.0% | 0.32% | +0.6% |
| Q3 2022 | $450,000 | +4.2% | 8,343 | +8.9% | 0.32% | +9.2% |
| Q2 2022 | $432,000 | -11.3% | 7,660 | +5.9% | 0.29% | 0.0% |
| Q1 2022 | $487,000 | -6.5% | 7,235 | -1.4% | 0.29% | -4.5% |
| Q4 2021 | $521,000 | +3.6% | 7,335 | -3.0% | 0.31% | -4.9% |
| Q3 2021 | $503,000 | -0.8% | 7,559 | 0.0% | 0.32% | -0.3% |
| Q2 2021 | $507,000 | +6.7% | 7,559 | +299.9% | 0.32% | 0.0% |
| Q1 2021 | $475,000 | +12.6% | 1,890 | +4.9% | 0.32% | +4.5% |
| Q4 2020 | $422,000 | – | 1,801 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,335 | $20,272,000 | 5.30% |
| PACIFIC FINANCIAL GROUP INC | 108,564 | $7,279,000 | 5.03% |
| Benchmark Wealth Management, LLC | 88,676 | $5,946,000 | 4.08% |
| Brand Asset Management Group, Inc. | 44,342 | $2,973,000 | 1.44% |
| Karp Capital Management Corp | 70,283 | $4,713,000 | 0.70% |
| Marshall Financial Group LLC | 17,504 | $1,174,000 | 0.63% |
| S.A. Mason LLC | 12,633 | $847,000 | 0.58% |
| Ten Capital Wealth Advisors, LLC | 32,384 | $2,171,000 | 0.49% |
| DB Wealth Management Group, LLC | 7,559 | $507,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 229,092 | $15,358,000 | 0.28% |