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 | $387,065 | -8.9% | 5,976 | -6.4% | 0.00% | 0.0% |
| Q2 2023 | $424,796 | +7.5% | 6,386 | +3.2% | 0.00% | 0.0% |
| Q1 2023 | $395,285 | +1.1% | 6,186 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $391,141 | +34.9% | 6,186 | +20.3% | 0.00% | – |
| Q3 2022 | $290,000 | -6.8% | 5,142 | 0.0% | 0.00% | – |
| Q2 2022 | $311,000 | -11.9% | 5,142 | 0.0% | 0.00% | – |
| Q1 2022 | $353,000 | -1.4% | 5,142 | 0.0% | 0.00% | – |
| Q4 2021 | $358,000 | +9.5% | 5,142 | 0.0% | 0.00% | – |
| Q3 2021 | $327,000 | -1.5% | 5,142 | 0.0% | 0.00% | – |
| Q2 2021 | $332,000 | +5.1% | 5,142 | +100.0% | 0.00% | -100.0% |
| Q1 2021 | $316,000 | +14.5% | 2,571 | +4.7% | 0.00% | – |
| Q4 2020 | $276,000 | +15.5% | 2,456 | +1.4% | 0.00% | – |
| Q3 2020 | $239,000 | +2.1% | 2,421 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $234,000 | -11.7% | 2,421 | -21.2% | 0.00% | 0.0% |
| Q1 2020 | $265,000 | -41.0% | 3,072 | -19.7% | 0.00% | 0.0% |
| Q4 2019 | $449,000 | +68.8% | 3,826 | +58.0% | 0.00% | 0.0% |
| Q3 2019 | $266,000 | -9.8% | 2,421 | -11.3% | 0.00% | 0.0% |
| Q2 2019 | $295,000 | -1.7% | 2,730 | -3.5% | 0.00% | 0.0% |
| Q1 2019 | $300,000 | +8.3% | 2,830 | -1.6% | 0.00% | 0.0% |
| Q4 2018 | $277,000 | -10.9% | 2,875 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $311,000 | +5.8% | 2,875 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $294,000 | -11.4% | 2,875 | -11.4% | 0.00% | 0.0% |
| Q1 2018 | $332,000 | -3.5% | 3,245 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $344,000 | +6.2% | 3,245 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $324,000 | +3.5% | 3,245 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $313,000 | 0.0% | 3,245 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $313,000 | +5.7% | 3,245 | +3.2% | 0.00% | 0.0% |
| Q4 2016 | $296,000 | +8.0% | 3,145 | +1.5% | 0.00% | 0.0% |
| Q3 2016 | $274,000 | +1.9% | 3,100 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $269,000 | +3.5% | 3,100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $260,000 | +2.8% | 3,100 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $253,000 | – | 3,100 | – | 0.00% | – |
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% |