ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,372,104 | -6.4% | 35,400 | 0.0% | 0.00% | – |
| Q2 2023 | $1,465,914 | +6.2% | 35,400 | 0.0% | 0.00% | – |
| Q1 2023 | $1,379,973 | +8.2% | 35,400 | 0.0% | 0.00% | – |
| Q4 2022 | $1,275,816 | +4.0% | 35,400 | 0.0% | 0.00% | – |
| Q3 2022 | $1,227,000 | -1.8% | 35,400 | 0.0% | 0.00% | – |
| Q2 2022 | $1,250,000 | -53.3% | 35,400 | +301.3% | 0.00% | -100.0% |
| Q4 2020 | $2,677,000 | -38.9% | 8,822 | -52.2% | 0.00% | 0.0% |
| Q3 2020 | $4,383,000 | -1.3% | 18,447 | -8.2% | 0.00% | 0.0% |
| Q2 2020 | $4,439,000 | +32.9% | 20,088 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,339,000 | -21.6% | 20,088 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,257,000 | +8.9% | 20,088 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,910,000 | -4.5% | 20,088 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $4,096,000 | +2.1% | 20,114 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,012,000 | +20.0% | 20,114 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $3,344,000 | -22.1% | 20,088 | -0.5% | 0.00% | 0.0% |
| Q3 2018 | $4,293,000 | -43.1% | 20,188 | -46.8% | 0.00% | -50.0% |
| Q2 2018 | $7,540,000 | +26.3% | 37,980 | +18.0% | 0.00% | 0.0% |
| Q1 2018 | $5,971,000 | +11.3% | 32,180 | +7.7% | 0.00% | +100.0% |
| Q4 2017 | $5,363,000 | -5.5% | 29,887 | -10.6% | 0.00% | 0.0% |
| Q3 2017 | $5,674,000 | – | 33,439 | – | 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% |