ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,280,000 | -11.6% | 72,818 | -14.5% | 0.48% | -13.6% |
| Q3 2021 | $4,839,000 | -12.9% | 85,119 | -10.0% | 0.55% | -9.9% |
| Q2 2021 | $5,557,000 | +5.1% | 94,536 | +201.8% | 0.61% | +3.9% |
| Q1 2021 | $5,287,000 | +171.3% | 31,328 | +130.8% | 0.59% | +112.6% |
| Q4 2020 | $1,949,000 | -42.3% | 13,572 | -57.4% | 0.28% | -41.8% |
| Q3 2020 | $3,377,000 | – | 31,830 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 183,470 | $9,230,000 | 2.55% |
| Viewpoint Capital Management LLC | 46,938 | $2,361,000 | 2.21% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 60,721 | $3,055,000 | 1.62% |
| Hyperion Capital Advisors LP | 27,400 | $1,378,000 | 0.64% |
| VAUGHAN & Co SECURITIES, INC. | 14,621 | $736,000 | 0.59% |
| PACIFIC SUN FINANCIAL CORP | 13,362 | $672,000 | 0.44% |
| Oak Asset Management, LLC | 16,702 | $840,000 | 0.40% |
| Courage Miller Partners, LLC | 16,702 | $840,000 | 0.40% |
| Surevest, LLC | 27,744 | $1,396,000 | 0.37% |
| Jackson Creek Investment Advisors LLC | 20,771 | $846,000 | 0.34% |