ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $93,000 | +6.9% | 650 | 0.0% | 0.03% | +28.0% |
| Q3 2019 | $87,000 | -2.2% | 650 | 0.0% | 0.02% | -7.4% |
| Q2 2019 | $89,000 | -1.1% | 650 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $90,000 | +8.4% | 650 | -3.0% | 0.03% | -3.4% |
| Q4 2018 | $83,000 | -17.0% | 670 | +3.1% | 0.03% | -12.1% |
| Q3 2018 | $100,000 | +1.0% | 650 | 0.0% | 0.03% | -34.0% |
| Q2 2018 | $99,000 | +6.5% | 650 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $93,000 | -38.8% | 650 | -35.0% | 0.05% | -39.3% |
| Q4 2017 | $152,000 | +3.4% | 1,000 | 0.0% | 0.08% | -3.4% |
| Q3 2017 | $147,000 | +4.3% | 1,000 | 0.0% | 0.09% | -1.1% |
| Q2 2017 | $141,000 | -2.1% | 1,000 | 0.0% | 0.09% | +1.1% |
| Q1 2017 | $144,000 | +0.7% | 1,000 | 0.0% | 0.09% | -2.2% |
| Q4 2016 | $143,000 | +10.0% | 1,000 | 0.0% | 0.09% | +1.1% |
| Q3 2016 | $130,000 | +7.4% | 1,000 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $121,000 | +1.7% | 1,000 | 0.0% | 0.09% | -4.3% |
| Q1 2016 | $119,000 | +3.5% | 1,000 | 0.0% | 0.09% | +7.0% |
| Q4 2015 | $115,000 | +2.7% | 1,000 | 0.0% | 0.09% | -2.3% |
| Q3 2015 | $112,000 | -11.1% | 1,000 | 0.0% | 0.09% | -2.2% |
| Q2 2015 | $126,000 | -3.8% | 1,000 | 0.0% | 0.09% | -1.1% |
| Q1 2015 | $131,000 | +1.6% | 1,000 | 0.0% | 0.09% | -4.2% |
| Q4 2014 | $129,000 | +8.4% | 1,000 | 0.0% | 0.10% | -8.7% |
| Q3 2014 | $119,000 | -7.0% | 1,000 | 0.0% | 0.10% | -9.6% |
| Q2 2014 | $128,000 | +4.1% | 1,000 | 0.0% | 0.12% | -14.2% |
| Q1 2014 | $123,000 | +2.5% | 1,000 | 0.0% | 0.13% | +100.0% |
| Q4 2013 | $120,000 | +10.1% | 1,000 | 0.0% | 0.07% | 0.0% |
| Q3 2013 | $109,000 | +5.8% | 1,000 | 0.0% | 0.07% | -11.8% |
| Q2 2013 | $103,000 | – | 1,000 | – | 0.08% | – |
Download | ||||||
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% |