ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,202,353 | -5.8% | 20,130 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,276,050 | +16.6% | 20,162 | +11.7% | 0.00% | 0.0% |
| Q1 2023 | $1,094,459 | -16.3% | 18,048 | -19.0% | 0.00% | 0.0% |
| Q4 2022 | $1,307,284 | +6.1% | 22,282 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $1,232,000 | -4.9% | 22,865 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $1,295,000 | -17.7% | 22,982 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $1,573,000 | +2.3% | 23,369 | +8.1% | 0.00% | 0.0% |
| Q4 2021 | $1,537,000 | +2.5% | 21,626 | -4.0% | 0.00% | 0.0% |
| Q3 2021 | $1,500,000 | -9.5% | 22,537 | -8.8% | 0.00% | -33.3% |
| Q2 2021 | $1,657,000 | +5.8% | 24,709 | +296.7% | 0.00% | 0.0% |
| Q1 2021 | $1,566,000 | +7.0% | 6,229 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $1,463,000 | +12.7% | 6,251 | -3.5% | 0.00% | 0.0% |
| Q3 2020 | $1,298,000 | +3.5% | 6,476 | -4.7% | 0.00% | 0.0% |
| Q2 2020 | $1,254,000 | +6.9% | 6,796 | -11.2% | 0.00% | 0.0% |
| Q1 2020 | $1,173,000 | -31.2% | 7,657 | -5.9% | 0.00% | 0.0% |
| Q4 2019 | $1,706,000 | – | 8,141 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,335 | $20,272,000 | 5.30% |
| PACIFIC FINANCIAL GROUP INC | 108,564 | $7,279,000 | 5.03% |
| Benchmark Wealth Management, LLC | 88,676 | $5,946,000 | 4.08% |
| Brand Asset Management Group, Inc. | 44,342 | $2,973,000 | 1.44% |
| Karp Capital Management Corp | 70,283 | $4,713,000 | 0.70% |
| Marshall Financial Group LLC | 17,504 | $1,174,000 | 0.63% |
| S.A. Mason LLC | 12,633 | $847,000 | 0.58% |
| Ten Capital Wealth Advisors, LLC | 32,384 | $2,171,000 | 0.49% |
| DB Wealth Management Group, LLC | 7,559 | $507,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 229,092 | $15,358,000 | 0.28% |