ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 82 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205 | -3.3% | 3,149 | -2.1% | 0.00% | – |
| Q2 2023 | $212 | -14.9% | 3,216 | -18.4% | 0.00% | -100.0% |
| Q1 2023 | $249 | -0.8% | 3,942 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $251 | -99.9% | 3,960 | -14.9% | 0.00% | 0.0% |
| Q3 2022 | $266,000 | -9.8% | 4,656 | -4.7% | 0.00% | 0.0% |
| Q2 2022 | $295,000 | -94.2% | 4,887 | -93.4% | 0.00% | -90.0% |
| Q1 2022 | $5,092,000 | +11.7% | 74,255 | +5.2% | 0.01% | +11.1% |
| Q4 2021 | $4,557,000 | -2.6% | 70,590 | -4.0% | 0.01% | -10.0% |
| Q3 2021 | $4,681,000 | +2.7% | 73,560 | +4.2% | 0.01% | +11.1% |
| Q2 2021 | $4,557,000 | +19.5% | 70,590 | +127.5% | 0.01% | +12.5% |
| Q1 2021 | $3,812,000 | +12.0% | 31,029 | +2.3% | 0.01% | 0.0% |
| Q4 2020 | $3,403,000 | +12.5% | 30,317 | -0.9% | 0.01% | 0.0% |
| Q3 2020 | $3,024,000 | +7.8% | 30,589 | -5.5% | 0.01% | 0.0% |
| Q2 2020 | $2,804,000 | 0.0% | 32,375 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $2,804,000 | -12.3% | 32,375 | +18.6% | 0.01% | +11.1% |
| Q4 2019 | $3,198,000 | – | 27,290 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
| Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
| SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
| Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
| TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
| GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
| Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
| Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
| Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |