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 | $5,522,216 | -10.4% | 142,273 | -4.3% | 0.00% | 0.0% |
| Q2 2023 | $6,162,268 | +43.9% | 148,637 | +35.5% | 0.00% | +100.0% |
| Q1 2023 | $4,282,524 | +45.4% | 109,697 | +33.7% | 0.00% | 0.0% |
| Q4 2022 | $2,945,000 | +13.2% | 82,041 | +9.3% | 0.00% | 0.0% |
| Q3 2022 | $2,601,000 | -11.3% | 75,042 | -9.6% | 0.00% | 0.0% |
| Q2 2022 | $2,933,000 | -16.7% | 83,056 | +4.2% | 0.00% | 0.0% |
| Q1 2022 | $3,520,000 | -39.5% | 79,729 | -32.0% | 0.00% | -50.0% |
| Q4 2021 | $5,819,000 | -5.9% | 117,326 | -6.6% | 0.00% | 0.0% |
| Q3 2021 | $6,186,000 | -64.3% | 125,661 | -62.4% | 0.00% | -60.0% |
| Q2 2021 | $17,323,000 | +0.6% | 334,074 | +482.9% | 0.01% | -16.7% |
| Q1 2021 | $17,225,000 | +280.4% | 57,316 | +284.6% | 0.01% | +200.0% |
| Q4 2020 | $4,528,000 | +31.6% | 14,904 | +3.4% | 0.00% | +100.0% |
| Q3 2020 | $3,441,000 | +22.7% | 14,411 | +13.8% | 0.00% | 0.0% |
| Q2 2020 | $2,805,000 | +40.8% | 12,668 | +5.7% | 0.00% | 0.0% |
| Q1 2020 | $1,992,000 | -23.6% | 11,984 | -2.5% | 0.00% | 0.0% |
| Q4 2019 | $2,608,000 | -1.1% | 12,292 | -10.9% | 0.00% | 0.0% |
| Q3 2019 | $2,637,000 | +9.1% | 13,800 | +17.1% | 0.00% | 0.0% |
| Q2 2019 | $2,416,000 | -2.1% | 11,788 | -4.7% | 0.00% | 0.0% |
| Q1 2019 | $2,467,000 | +30.9% | 12,369 | +9.1% | 0.00% | 0.0% |
| Q4 2018 | $1,884,000 | -94.5% | 11,340 | +25.0% | 0.00% | -91.7% |
| Q3 2018 | $34,221,000 | +754.0% | 9,075 | -55.0% | 0.01% | +500.0% |
| Q2 2018 | $4,007,000 | +9.1% | 20,183 | +1.9% | 0.00% | 0.0% |
| Q1 2018 | $3,674,000 | +3.6% | 19,801 | +0.2% | 0.00% | 0.0% |
| Q4 2017 | $3,548,000 | +19.4% | 19,769 | +12.9% | 0.00% | +100.0% |
| Q3 2017 | $2,971,000 | +139.2% | 17,508 | +126.8% | 0.00% | 0.0% |
| Q2 2017 | $1,242,000 | +28.0% | 7,720 | +16.1% | 0.00% | 0.0% |
| Q1 2017 | $970,000 | +47.4% | 6,651 | +46.3% | 0.00% | – |
| Q4 2016 | $658,000 | -10.5% | 4,545 | -10.9% | 0.00% | – |
| Q3 2016 | $735,000 | +38.2% | 5,101 | +28.6% | 0.00% | – |
| Q2 2016 | $532,000 | +19.0% | 3,967 | +14.3% | 0.00% | – |
| Q1 2016 | $447,000 | -18.3% | 3,472 | -14.5% | 0.00% | – |
| Q4 2015 | $547,000 | +1.1% | 4,063 | -3.4% | 0.00% | – |
| Q3 2015 | $541,000 | -13.7% | 4,206 | -2.7% | 0.00% | – |
| Q2 2015 | $627,000 | +3.1% | 4,324 | +2.5% | 0.00% | – |
| Q1 2015 | $608,000 | +7.2% | 4,217 | +0.5% | 0.00% | – |
| Q4 2014 | $567,000 | +7.2% | 4,196 | 0.0% | 0.00% | – |
| Q3 2014 | $529,000 | -10.6% | 4,196 | -5.0% | 0.00% | – |
| Q2 2014 | $592,000 | -2.8% | 4,417 | -5.1% | 0.00% | – |
| Q1 2014 | $609,000 | -3.9% | 4,653 | -2.8% | 0.00% | – |
| Q4 2013 | $634,000 | +5.5% | 4,786 | -1.8% | 0.00% | – |
| Q3 2013 | $601,000 | +13.8% | 4,872 | +0.4% | 0.00% | – |
| Q2 2013 | $528,000 | – | 4,853 | – | 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% |