ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,822 | -9.3% | 5,568 | -3.0% | 0.00% | – |
| Q2 2023 | $237,824 | -0.9% | 5,743 | -6.7% | 0.00% | – |
| Q1 2023 | $240,051 | -7.2% | 6,158 | -14.2% | 0.00% | – |
| Q4 2022 | $258,685 | +2.2% | 7,178 | -1.8% | 0.00% | – |
| Q3 2022 | $253,000 | -7.0% | 7,313 | -5.1% | 0.00% | – |
| Q2 2022 | $272,000 | -22.3% | 7,710 | -2.6% | 0.00% | – |
| Q1 2022 | $350,000 | -22.6% | 7,917 | -13.0% | 0.00% | – |
| Q4 2021 | $452,000 | -18.3% | 9,099 | -19.0% | 0.00% | – |
| Q3 2021 | $553,000 | -23.5% | 11,239 | -19.4% | 0.00% | – |
| Q2 2021 | $723,000 | +25.1% | 13,948 | +625.3% | 0.00% | – |
| Q1 2021 | $578,000 | -17.0% | 1,923 | -16.1% | 0.00% | – |
| Q4 2020 | $696,000 | +185.2% | 2,293 | +123.5% | 0.00% | – |
| Q3 2020 | $244,000 | +36.3% | 1,026 | +27.0% | 0.00% | – |
| Q2 2020 | $179,000 | -15.6% | 808 | -36.7% | 0.00% | – |
| Q1 2020 | $212,000 | -21.5% | 1,276 | +0.2% | 0.00% | – |
| Q4 2019 | $270,000 | +11.6% | 1,273 | +2.2% | 0.00% | – |
| Q3 2019 | $242,000 | -4.7% | 1,245 | -0.2% | 0.00% | – |
| Q2 2019 | $254,000 | +225.6% | 1,247 | +218.9% | 0.00% | – |
| Q1 2019 | $78,000 | -53.0% | 391 | -60.9% | 0.00% | – |
| Q4 2018 | $166,000 | -25.2% | 999 | -4.4% | 0.00% | – |
| Q3 2018 | $222,000 | +3.7% | 1,045 | -3.2% | 0.00% | – |
| Q2 2018 | $214,000 | +8.1% | 1,079 | 0.0% | 0.00% | – |
| Q1 2018 | $198,000 | -66.9% | 1,079 | -67.6% | 0.00% | – |
| Q4 2017 | $598,000 | +230.4% | 3,333 | +211.5% | 0.00% | – |
| Q3 2017 | $181,000 | +6.5% | 1,070 | +1.1% | 0.00% | – |
| Q2 2017 | $170,000 | +8.3% | 1,058 | +2.9% | 0.00% | – |
| Q1 2017 | $157,000 | +5.4% | 1,028 | 0.0% | 0.00% | – |
| Q4 2016 | $149,000 | +0.7% | 1,028 | +0.1% | 0.00% | – |
| Q3 2016 | $148,000 | -29.2% | 1,027 | -34.0% | 0.00% | – |
| Q2 2016 | $209,000 | -9.1% | 1,556 | -13.3% | 0.00% | – |
| Q1 2016 | $230,000 | -52.7% | 1,794 | -50.6% | 0.00% | – |
| Q4 2015 | $486,000 | +6.8% | 3,630 | +2.7% | 0.00% | – |
| Q3 2015 | $455,000 | -11.8% | 3,533 | -0.7% | 0.00% | – |
| Q2 2015 | $516,000 | -3.4% | 3,559 | -4.3% | 0.00% | -100.0% |
| Q1 2015 | $534,000 | -5.0% | 3,718 | -10.7% | 0.00% | 0.0% |
| Q4 2014 | $562,000 | -9.6% | 4,164 | -15.7% | 0.00% | 0.0% |
| Q3 2014 | $622,000 | -19.4% | 4,940 | -14.1% | 0.00% | 0.0% |
| Q2 2014 | $772,000 | -13.8% | 5,751 | -16.0% | 0.00% | 0.0% |
| Q1 2014 | $896,000 | +2.4% | 6,844 | +3.6% | 0.00% | 0.0% |
| Q4 2013 | $875,000 | +41.4% | 6,604 | +31.4% | 0.00% | 0.0% |
| Q3 2013 | $619,000 | +376.2% | 5,024 | +321.1% | 0.00% | – |
| Q2 2013 | $130,000 | – | 1,193 | – | 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% |