ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $560,000 | +0.5% | 3,903 | -6.5% | 0.00% | 0.0% |
| Q3 2019 | $557,000 | +5.5% | 4,175 | +8.4% | 0.00% | 0.0% |
| Q2 2019 | $528,000 | -17.6% | 3,851 | -17.2% | 0.00% | -20.0% |
| Q1 2019 | $641,000 | +26.4% | 4,652 | +13.0% | 0.01% | 0.0% |
| Q4 2018 | $507,000 | -16.1% | 4,115 | +4.7% | 0.01% | 0.0% |
| Q3 2018 | $604,000 | +27.2% | 3,930 | +18.5% | 0.01% | +25.0% |
| Q2 2018 | $475,000 | 0.0% | 3,316 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $475,000 | +6.0% | 3,316 | +12.5% | 0.00% | 0.0% |
| Q4 2017 | $448,000 | +50.8% | 2,948 | +45.6% | 0.00% | +33.3% |
| Q3 2017 | $297,000 | +3.1% | 2,025 | -0.8% | 0.00% | 0.0% |
| Q2 2017 | $288,000 | -5.6% | 2,041 | -3.6% | 0.00% | -25.0% |
| Q1 2017 | $305,000 | +5.5% | 2,118 | +4.6% | 0.00% | 0.0% |
| Q4 2016 | $289,000 | -1.4% | 2,025 | -9.7% | 0.00% | 0.0% |
| Q3 2016 | $293,000 | -13.8% | 2,243 | -20.0% | 0.00% | -20.0% |
| Q2 2016 | $340,000 | +6.6% | 2,805 | +5.1% | 0.01% | -16.7% |
| Q1 2016 | $319,000 | -7.0% | 2,669 | -10.8% | 0.01% | 0.0% |
| Q4 2015 | $343,000 | -3.7% | 2,991 | -5.4% | 0.01% | -14.3% |
| Q3 2015 | $356,000 | -14.8% | 3,162 | -5.0% | 0.01% | -12.5% |
| Q2 2015 | $418,000 | -5.2% | 3,327 | -1.1% | 0.01% | 0.0% |
| Q1 2015 | $441,000 | +17.0% | 3,365 | +15.1% | 0.01% | 0.0% |
| Q4 2014 | $377,000 | +17.1% | 2,923 | +8.5% | 0.01% | -11.1% |
| Q3 2014 | $322,000 | -12.3% | 2,694 | -6.4% | 0.01% | -10.0% |
| Q2 2014 | $367,000 | +38.5% | 2,878 | +33.9% | 0.01% | +25.0% |
| Q1 2014 | $265,000 | -3.3% | 2,149 | -5.7% | 0.01% | 0.0% |
| Q4 2013 | $274,000 | +8.7% | 2,279 | -1.0% | 0.01% | -11.1% |
| Q3 2013 | $252,000 | +13.0% | 2,302 | +6.1% | 0.01% | +12.5% |
| Q2 2013 | $223,000 | – | 2,170 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |