ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 73 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,903 | -55.0% | 6,970 | -53.1% | 0.00% | -100.0% |
| Q2 2023 | $801,981 | -3.4% | 14,846 | -6.7% | 0.00% | 0.0% |
| Q1 2023 | $830,031 | -3.8% | 15,911 | -3.9% | 0.00% | 0.0% |
| Q4 2022 | $862,374 | +13.5% | 16,565 | +3.6% | 0.00% | 0.0% |
| Q3 2022 | $760,000 | -3.8% | 15,988 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $790,000 | -8.4% | 15,700 | +7.0% | 0.00% | 0.0% |
| Q1 2022 | $862,000 | -1.7% | 14,675 | -0.6% | 0.00% | 0.0% |
| Q4 2021 | $877,000 | +7.1% | 14,758 | +2.4% | 0.00% | 0.0% |
| Q3 2021 | $819,000 | -12.9% | 14,406 | -9.9% | 0.00% | 0.0% |
| Q2 2021 | $940,000 | +7.3% | 15,991 | +208.2% | 0.00% | 0.0% |
| Q1 2021 | $876,000 | +43.4% | 5,189 | +19.7% | 0.00% | 0.0% |
| Q4 2020 | $611,000 | +27.0% | 4,336 | -4.3% | 0.00% | 0.0% |
| Q3 2020 | $481,000 | -2.0% | 4,531 | -4.2% | 0.00% | 0.0% |
| Q2 2020 | $491,000 | – | 4,729 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |