ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 87 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $948,388 | -5.7% | 16,377 | -0.3% | 0.00% | 0.0% |
| Q1 2024 | $1,005,487 | +3.4% | 16,430 | +0.0% | 0.00% | 0.0% |
| Q4 2023 | $972,647 | +50.8% | 16,427 | +31.9% | 0.00% | 0.0% |
| Q3 2023 | $645,040 | -0.6% | 12,457 | +3.7% | 0.00% | 0.0% |
| Q2 2023 | $648,678 | +105034.2% | 12,008 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $617 | +0.2% | 11,831 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $616 | -99.9% | 11,831 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $562,000 | -5.5% | 11,831 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $595,000 | -19.8% | 11,831 | -6.3% | 0.00% | -33.3% |
| Q1 2022 | $742,000 | +7.4% | 12,632 | +8.7% | 0.00% | 0.0% |
| Q4 2021 | $691,000 | +4.5% | 11,624 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $661,000 | -3.2% | 11,624 | +0.0% | 0.00% | -25.0% |
| Q2 2021 | $683,000 | +20.9% | 11,623 | +181.9% | 0.00% | -42.9% |
| Q2 2019 | $565,000 | -0.5% | 4,123 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $568,000 | +11.8% | 4,123 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $508,000 | +122.8% | 4,123 | +177.8% | 0.01% | +50.0% |
| Q3 2018 | $228,000 | +0.9% | 1,484 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $226,000 | +6.6% | 1,484 | 0.0% | 0.01% | -25.0% |
| Q1 2018 | $212,000 | -17.5% | 1,484 | -12.1% | 0.01% | -20.0% |
| Q4 2017 | $257,000 | +3.6% | 1,689 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $248,000 | +4.2% | 1,689 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $238,000 | -2.5% | 1,689 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $244,000 | +1.2% | 1,689 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $241,000 | +9.5% | 1,689 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $220,000 | +7.3% | 1,689 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $205,000 | -7.7% | 1,689 | -9.1% | 0.01% | -15.4% |
| Q1 2016 | $222,000 | +4.2% | 1,858 | 0.0% | 0.01% | -7.1% |
| Q4 2015 | $213,000 | -36.2% | 1,858 | -37.4% | 0.01% | -6.7% |
| Q3 2015 | $334,000 | +56.8% | 2,969 | +75.8% | 0.02% | +50.0% |
| Q2 2015 | $213,000 | – | 1,689 | – | 0.01% | – |
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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% |