ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 80 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,745 | -4.5% | 70,812 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $2,875 | +2.1% | 69,421 | -3.9% | 0.01% | 0.0% |
| Q1 2023 | $2,815 | +11.7% | 72,217 | +3.3% | 0.01% | 0.0% |
| Q4 2022 | $2,520 | -99.9% | 69,927 | -1.4% | 0.01% | 0.0% |
| Q3 2022 | $2,457,000 | -10.7% | 70,892 | -9.0% | 0.01% | -14.3% |
| Q2 2022 | $2,752,000 | +6.1% | 77,942 | +32.7% | 0.01% | +16.7% |
| Q1 2022 | $2,595,000 | -7.9% | 58,723 | +3.4% | 0.01% | 0.0% |
| Q4 2021 | $2,819,000 | +2.0% | 56,791 | +1.2% | 0.01% | -14.3% |
| Q3 2021 | $2,763,000 | +9.8% | 56,122 | +15.5% | 0.01% | +16.7% |
| Q2 2021 | $2,517,000 | +26.3% | 48,598 | +632.3% | 0.01% | 0.0% |
| Q1 2021 | $1,993,000 | -15.5% | 6,636 | -14.6% | 0.01% | -14.3% |
| Q4 2020 | $2,359,000 | +106.2% | 7,773 | +61.3% | 0.01% | +75.0% |
| Q3 2020 | $1,144,000 | +21.3% | 4,818 | +12.8% | 0.00% | 0.0% |
| Q2 2020 | $943,000 | +43.1% | 4,270 | +7.7% | 0.00% | +33.3% |
| Q1 2020 | $659,000 | +38.2% | 3,964 | +75.9% | 0.00% | +50.0% |
| Q4 2019 | $477,000 | +71.0% | 2,253 | +57.1% | 0.00% | +100.0% |
| Q3 2019 | $279,000 | -7.6% | 1,434 | -3.4% | 0.00% | 0.0% |
| Q2 2019 | $302,000 | -16.6% | 1,485 | -18.3% | 0.00% | -50.0% |
| Q1 2019 | $362,000 | +20.3% | 1,817 | +0.3% | 0.00% | 0.0% |
| Q4 2018 | $301,000 | -17.3% | 1,811 | +5.7% | 0.00% | 0.0% |
| Q3 2018 | $364,000 | +27.3% | 1,714 | +19.2% | 0.00% | +100.0% |
| Q2 2018 | $286,000 | +13.5% | 1,438 | +5.6% | 0.00% | 0.0% |
| Q1 2018 | $252,000 | -1.2% | 1,362 | -4.2% | 0.00% | 0.0% |
| Q4 2017 | $255,000 | – | 1,422 | – | 0.00% | – |
Download | ||||||
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% |