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 | $420,934 | +25.5% | 10,860 | +34.1% | 0.00% | – |
| Q2 2023 | $335,421 | +6.2% | 8,100 | 0.0% | 0.00% | – |
| Q1 2023 | $315,757 | +8.2% | 8,100 | 0.0% | 0.00% | – |
| Q4 2022 | $291,924 | +3.9% | 8,100 | 0.0% | 0.00% | – |
| Q3 2022 | $281,000 | -1.7% | 8,100 | 0.0% | 0.00% | – |
| Q2 2022 | $286,000 | -20.1% | 8,100 | 0.0% | 0.00% | – |
| Q1 2022 | $358,000 | -10.9% | 8,100 | 0.0% | 0.00% | – |
| Q4 2021 | $402,000 | +0.8% | 8,100 | 0.0% | 0.00% | – |
| Q3 2021 | $399,000 | -5.0% | 8,100 | 0.0% | 0.00% | – |
| Q2 2021 | $420,000 | +3.4% | 8,100 | +500.0% | 0.00% | – |
| Q1 2021 | $406,000 | -1.0% | 1,350 | 0.0% | 0.00% | – |
| Q4 2020 | $410,000 | +27.7% | 1,350 | 0.0% | 0.00% | – |
| Q3 2020 | $321,000 | +7.7% | 1,350 | 0.0% | 0.00% | – |
| Q2 2020 | $298,000 | +33.0% | 1,350 | 0.0% | 0.00% | – |
| Q1 2020 | $224,000 | -21.7% | 1,350 | 0.0% | 0.00% | – |
| Q4 2019 | $286,000 | +8.7% | 1,350 | 0.0% | 0.00% | – |
| Q3 2019 | $263,000 | -4.4% | 1,350 | 0.0% | 0.00% | – |
| Q2 2019 | $275,000 | +2.2% | 1,350 | 0.0% | 0.00% | – |
| Q1 2019 | $269,000 | +9.3% | 1,350 | +16.9% | 0.00% | – |
| Q3 2018 | $246,000 | +7.4% | 1,155 | 0.0% | 0.00% | – |
| Q2 2018 | $229,000 | – | 1,155 | – | 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% |