ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 80 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207 | -1.4% | 3,352 | -0.7% | 0.15% | -3.8% |
| Q4 2022 | $210 | -99.9% | 3,377 | -2.6% | 0.16% | -4.8% |
| Q1 2022 | $239,000 | +3.9% | 3,467 | +2.8% | 0.17% | +9.8% |
| Q4 2021 | $230,000 | +6.0% | 3,372 | -1.5% | 0.15% | -3.2% |
| Q3 2021 | $217,000 | -5.7% | 3,425 | -4.4% | 0.16% | -6.0% |
| Q2 2021 | $230,000 | -2.1% | 3,581 | +180.9% | 0.17% | -9.2% |
| Q1 2021 | $235,000 | +8.3% | 1,275 | -8.0% | 0.18% | +5.1% |
| Q4 2020 | $217,000 | -21.7% | 1,386 | -15.7% | 0.18% | -31.2% |
| Q4 2019 | $277,000 | +8.6% | 1,644 | +3.6% | 0.26% | +4.5% |
| Q3 2019 | $255,000 | -18.5% | 1,587 | -20.2% | 0.24% | -23.0% |
| Q2 2019 | $313,000 | 0.0% | 1,989 | -0.9% | 0.32% | -14.5% |
| Q1 2019 | $313,000 | +13.4% | 2,007 | +1.0% | 0.37% | +9.1% |
| Q4 2018 | $276,000 | -20.2% | 1,987 | -7.1% | 0.34% | +5.9% |
| Q3 2018 | $346,000 | +1.2% | 2,140 | -0.5% | 0.32% | -2.4% |
| Q2 2018 | $342,000 | +13.6% | 2,150 | +11.3% | 0.33% | +11.9% |
| Q1 2018 | $301,000 | – | 1,932 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |