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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $108,099 | +4.4% | 1,708 | 0.0% | 0.00% | – |
| Q1 2023 | $103,573 | +3.4% | 1,708 | 0.0% | 0.00% | – |
| Q4 2022 | $100,208 | -31.4% | 1,708 | -36.9% | 0.00% | – |
| Q3 2022 | $146,000 | -3.9% | 2,708 | 0.0% | 0.00% | – |
| Q2 2022 | $152,000 | -16.5% | 2,708 | 0.0% | 0.00% | – |
| Q1 2022 | $182,000 | -5.2% | 2,708 | 0.0% | 0.00% | – |
| Q4 2021 | $192,000 | -1.5% | 2,708 | -7.4% | 0.00% | – |
| Q3 2021 | $195,000 | -3.5% | 2,925 | -2.8% | 0.00% | – |
| Q2 2021 | $202,000 | -4.7% | 3,009 | +256.9% | 0.00% | – |
| Q1 2021 | $212,000 | +29.3% | 843 | +20.1% | 0.00% | – |
| Q4 2020 | $164,000 | +18.0% | 702 | +1.4% | 0.00% | – |
| Q3 2020 | $139,000 | +6.9% | 692 | -1.8% | 0.00% | – |
| Q2 2020 | $130,000 | +3.2% | 705 | -14.0% | 0.00% | – |
| Q1 2020 | $126,000 | -43.0% | 820 | -22.3% | 0.00% | -100.0% |
| Q4 2019 | $221,000 | +6.2% | 1,055 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $208,000 | -21.8% | 1,055 | -23.0% | 0.00% | 0.0% |
| Q2 2019 | $266,000 | +3.5% | 1,370 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $257,000 | -72.4% | 1,370 | -76.2% | 0.00% | -66.7% |
| Q4 2018 | $931,000 | +258.1% | 5,764 | +320.7% | 0.00% | +200.0% |
| Q3 2018 | $260,000 | +3.2% | 1,370 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $252,000 | -2.3% | 1,370 | -3.7% | 0.00% | 0.0% |
| Q1 2018 | $258,000 | +0.4% | 1,422 | +2.7% | 0.00% | 0.0% |
| Q4 2017 | $257,000 | -17.1% | 1,384 | -22.0% | 0.00% | 0.0% |
| Q3 2017 | $310,000 | +33.0% | 1,775 | +28.3% | 0.00% | 0.0% |
| Q2 2017 | $233,000 | +1.3% | 1,384 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $230,000 | +5.5% | 1,384 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $218,000 | +54.6% | 1,384 | +51.3% | 0.00% | 0.0% |
| Q3 2016 | $141,000 | – | 915 | – | 0.00% | – |
Download | ||||||
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% |