ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |