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 | $828 | -13.3% | 15,990 | -9.5% | 0.00% | 0.0% |
| Q2 2023 | $955 | -16.2% | 17,672 | -19.0% | 0.00% | -40.0% |
| Q1 2023 | $1,139 | +19.9% | 21,830 | +19.7% | 0.01% | +25.0% |
| Q4 2022 | $950 | -99.9% | 18,239 | -0.8% | 0.00% | 0.0% |
| Q3 2022 | $874,000 | -12.8% | 18,392 | -5.9% | 0.00% | -20.0% |
| Q2 2022 | $1,002,000 | -15.3% | 19,542 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $1,183,000 | -1.9% | 20,132 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $1,206,000 | +5.6% | 20,297 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $1,142,000 | -4.6% | 20,086 | -1.4% | 0.01% | 0.0% |
| Q2 2021 | $1,197,000 | +2.0% | 20,361 | +193.0% | 0.01% | -16.7% |
| Q1 2021 | $1,173,000 | +19.1% | 6,950 | -0.6% | 0.01% | +20.0% |
| Q4 2020 | $985,000 | +27.4% | 6,991 | -4.0% | 0.01% | +25.0% |
| Q3 2020 | $773,000 | +20.8% | 7,285 | +18.1% | 0.00% | 0.0% |
| Q2 2020 | $640,000 | +18.7% | 6,166 | -2.3% | 0.00% | 0.0% |
| Q1 2020 | $539,000 | -34.1% | 6,313 | +10.9% | 0.00% | -20.0% |
| Q4 2019 | $818,000 | +6.8% | 5,693 | -0.6% | 0.01% | -16.7% |
| Q3 2019 | $766,000 | +15.5% | 5,727 | +18.4% | 0.01% | +20.0% |
| Q2 2019 | $663,000 | -13.7% | 4,837 | -13.2% | 0.01% | -16.7% |
| Q1 2019 | $768,000 | +70.7% | 5,573 | +52.7% | 0.01% | +50.0% |
| Q4 2018 | $450,000 | -17.6% | 3,650 | +2.8% | 0.00% | -20.0% |
| Q3 2018 | $546,000 | +13.0% | 3,552 | +12.2% | 0.01% | 0.0% |
| Q2 2018 | $483,000 | +38.4% | 3,165 | +29.6% | 0.01% | +25.0% |
| Q1 2018 | $349,000 | -19.8% | 2,442 | -14.5% | 0.00% | -20.0% |
| Q4 2017 | $435,000 | +9.3% | 2,856 | +5.2% | 0.01% | 0.0% |
| Q3 2017 | $398,000 | +44.7% | 2,714 | +39.2% | 0.01% | +66.7% |
| Q2 2017 | $275,000 | +28.5% | 1,950 | +31.5% | 0.00% | 0.0% |
| Q1 2017 | $214,000 | -71.7% | 1,483 | -77.5% | 0.00% | -85.0% |
| Q4 2015 | $757,000 | – | 6,596 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 241,028 | $12,480,285 | 9.27% |
| Matrix Trust Co | 193,110 | $9,999 | 2.61% |
| Viewpoint Capital Management LLC | 46,098 | $2,386,931 | 1.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,731 | $2,886 | 1.29% |
| Hyperion Capital Advisors LP | 27,400 | $1,418,758 | 0.78% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,304 | $740,679 | 0.68% |
| Jackson Creek Investment Advisors LLC | 21,485 | $867 | 0.37% |
| SevenOneSeven Capital Management | 2,800 | $139,860 | 0.32% |
| Merriman Wealth Management, LLC | 98,273 | $5,103,587 | 0.26% |
| Courage Miller Partners, LLC | 11,755 | $608,668 | 0.25% |