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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |