ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 111 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,820,965 | -11.1% | 83,248 | -6.0% | 0.01% | -16.7% |
Q1 2024 | $5,421,014 | +0.5% | 88,578 | -2.8% | 0.01% | 0.0% |
Q4 2023 | $5,394,519 | +25.1% | 91,109 | +9.4% | 0.01% | 0.0% |
Q3 2023 | $4,312,299 | -0.1% | 83,282 | +4.2% | 0.01% | 0.0% |
Q2 2023 | $4,316,959 | +5.9% | 79,914 | +2.3% | 0.01% | 0.0% |
Q1 2023 | $4,076,611 | +12.0% | 78,145 | +11.7% | 0.01% | 0.0% |
Q4 2022 | $3,640,770 | +15.4% | 69,934 | +5.3% | 0.01% | 0.0% |
Q3 2022 | $3,156,000 | -3.1% | 66,392 | +2.5% | 0.01% | 0.0% |
Q2 2022 | $3,258,000 | +20.1% | 64,753 | +40.3% | 0.01% | +50.0% |
Q1 2022 | $2,713,000 | +52.5% | 46,165 | +54.2% | 0.00% | +33.3% |
Q4 2021 | $1,779,000 | +1334.7% | 29,935 | +1270.7% | 0.00% | – |
Q3 2021 | $124,000 | -3.1% | 2,184 | +0.1% | 0.00% | – |
Q2 2021 | $128,000 | +54.2% | 2,182 | +341.7% | 0.00% | – |
Q1 2021 | $83,000 | +18.6% | 494 | 0.0% | 0.00% | – |
Q4 2020 | $70,000 | +34.6% | 494 | 0.0% | 0.00% | – |
Q3 2020 | $52,000 | +2.0% | 494 | 0.0% | 0.00% | – |
Q2 2020 | $51,000 | +6.2% | 494 | -12.1% | 0.00% | – |
Q1 2020 | $48,000 | -40.7% | 562 | 0.0% | 0.00% | – |
Q4 2019 | $81,000 | -4.7% | 562 | -11.2% | 0.00% | – |
Q3 2019 | $85,000 | -2.3% | 633 | 0.0% | 0.00% | – |
Q2 2019 | $87,000 | 0.0% | 633 | 0.0% | 0.00% | – |
Q1 2019 | $87,000 | +11.5% | 633 | 0.0% | 0.00% | – |
Q4 2018 | $78,000 | -29.1% | 633 | -11.3% | 0.00% | -100.0% |
Q3 2018 | $110,000 | +0.9% | 714 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $109,000 | +6.9% | 714 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $102,000 | -6.4% | 714 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $109,000 | -12.1% | 714 | -15.9% | 0.00% | 0.0% |
Q3 2017 | $124,000 | +14.8% | 849 | +10.8% | 0.00% | 0.0% |
Q2 2017 | $108,000 | +28.6% | 766 | +31.2% | 0.00% | 0.0% |
Q1 2017 | $84,000 | +95.3% | 584 | +94.7% | 0.00% | – |
Q4 2016 | $43,000 | +290.9% | 300 | +244.8% | 0.00% | – |
Q1 2015 | $11,000 | -31.2% | 87 | -28.7% | 0.00% | – |
Q4 2014 | $16,000 | – | 122 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
Matrix Trust Co | 190,476 | $11,030 | 2.49% |
Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |