ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 83 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,708 | -7.0% | 32,995 | -2.9% | 0.01% | 0.0% |
| Q2 2023 | $1,836 | +4.9% | 33,982 | +1.3% | 0.01% | -11.1% |
| Q1 2023 | $1,750 | -2.4% | 33,550 | -2.6% | 0.01% | 0.0% |
| Q4 2022 | $1,793 | -99.9% | 34,445 | -3.9% | 0.01% | -10.0% |
| Q3 2022 | $1,704,000 | -18.1% | 35,854 | -13.3% | 0.01% | -9.1% |
| Q2 2022 | $2,081,000 | -16.0% | 41,366 | -1.8% | 0.01% | 0.0% |
| Q1 2022 | $2,476,000 | -8.3% | 42,127 | -7.3% | 0.01% | -8.3% |
| Q4 2021 | $2,701,000 | +3.9% | 45,438 | -0.6% | 0.01% | -7.7% |
| Q3 2021 | $2,600,000 | -4.6% | 45,733 | -1.4% | 0.01% | 0.0% |
| Q2 2021 | $2,726,000 | -9.0% | 46,381 | +161.2% | 0.01% | -18.8% |
| Q1 2021 | $2,997,000 | +31.3% | 17,759 | +9.6% | 0.02% | +23.1% |
| Q4 2020 | $2,282,000 | +39.6% | 16,197 | +5.1% | 0.01% | +18.2% |
| Q3 2020 | $1,635,000 | +9.3% | 15,414 | +6.9% | 0.01% | 0.0% |
| Q2 2020 | $1,496,000 | +16.8% | 14,413 | -3.9% | 0.01% | -8.3% |
| Q1 2020 | $1,281,000 | -50.8% | 15,004 | -17.2% | 0.01% | -40.0% |
| Q4 2019 | $2,602,000 | +27.4% | 18,115 | +18.6% | 0.02% | +11.1% |
| Q3 2019 | $2,043,000 | -13.2% | 15,279 | -11.0% | 0.02% | -18.2% |
| Q2 2019 | $2,353,000 | -5.7% | 17,167 | -5.2% | 0.02% | -8.3% |
| Q1 2019 | $2,496,000 | +13.6% | 18,105 | +1.4% | 0.02% | 0.0% |
| Q4 2018 | $2,198,000 | -4.5% | 17,847 | +19.2% | 0.02% | +9.1% |
| Q3 2018 | $2,302,000 | +9.4% | 14,971 | +8.5% | 0.02% | 0.0% |
| Q2 2018 | $2,104,000 | +9.1% | 13,800 | +2.4% | 0.02% | 0.0% |
| Q1 2018 | $1,928,000 | -2.0% | 13,480 | +4.3% | 0.02% | -4.3% |
| Q4 2017 | $1,968,000 | +34.3% | 12,924 | +29.3% | 0.02% | +15.0% |
| Q3 2017 | $1,465,000 | -5.1% | 9,993 | -8.8% | 0.02% | -13.0% |
| Q2 2017 | $1,544,000 | -1.0% | 10,954 | +1.3% | 0.02% | -14.8% |
| Q1 2017 | $1,559,000 | +2.4% | 10,811 | +1.4% | 0.03% | -6.9% |
| Q4 2016 | $1,523,000 | +9.5% | 10,664 | +0.1% | 0.03% | +11.5% |
| Q3 2016 | $1,391,000 | +8.1% | 10,656 | +0.3% | 0.03% | -3.7% |
| Q2 2016 | $1,287,000 | +2.2% | 10,625 | +0.7% | 0.03% | -3.6% |
| Q1 2016 | $1,259,000 | +1.6% | 10,556 | -2.2% | 0.03% | -3.4% |
| Q4 2015 | $1,239,000 | +9.0% | 10,794 | +6.7% | 0.03% | -12.1% |
| Q3 2015 | $1,137,000 | -17.7% | 10,113 | -7.8% | 0.03% | -13.2% |
| Q2 2015 | $1,381,000 | -1.6% | 10,973 | +2.6% | 0.04% | -5.0% |
| Q1 2015 | $1,403,000 | +3.0% | 10,696 | +1.3% | 0.04% | -4.8% |
| Q4 2014 | $1,362,000 | +17.1% | 10,559 | +8.5% | 0.04% | +23.5% |
| Q3 2014 | $1,163,000 | +35.4% | 9,733 | +44.6% | 0.03% | +13.3% |
| Q2 2014 | $859,000 | +5.0% | 6,730 | +1.6% | 0.03% | -3.2% |
| Q1 2014 | $818,000 | -7.4% | 6,623 | -9.8% | 0.03% | -13.9% |
| Q4 2013 | $883,000 | +6.3% | 7,346 | -3.4% | 0.04% | 0.0% |
| Q3 2013 | $831,000 | +8.3% | 7,604 | +2.1% | 0.04% | -7.7% |
| Q2 2013 | $767,000 | – | 7,447 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |