ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $879,060 | -28.1% | 16,977 | -24.9% | 0.00% | – |
| Q2 2023 | $1,221,770 | +0.2% | 22,617 | -3.3% | 0.00% | – |
| Q1 2023 | $1,219,562 | +132.8% | 23,378 | +132.3% | 0.00% | – |
| Q4 2022 | $523,828 | +30.6% | 10,062 | +19.3% | 0.00% | – |
| Q3 2022 | $401,000 | +19.7% | 8,437 | +26.8% | 0.00% | – |
| Q2 2022 | $335,000 | -29.9% | 6,656 | -17.1% | 0.00% | – |
| Q4 2021 | $478,000 | +24.2% | 8,028 | +18.5% | 0.00% | – |
| Q3 2021 | $385,000 | +92.5% | 6,773 | +472.5% | 0.00% | – |
| Q1 2021 | $200,000 | -94.3% | 1,183 | -95.2% | 0.00% | – |
| Q4 2020 | $3,484,000 | +102.6% | 24,726 | +52.5% | 0.00% | – |
| Q3 2020 | $1,720,000 | -19.4% | 16,216 | -21.1% | 0.00% | -100.0% |
| Q2 2020 | $2,134,000 | +15.8% | 20,565 | -4.8% | 0.00% | 0.0% |
| Q1 2020 | $1,843,000 | +162.9% | 21,591 | +342.2% | 0.00% | – |
| Q4 2019 | $701,000 | -36.5% | 4,883 | -39.3% | 0.00% | – |
| Q2 2019 | $1,104,000 | +1.1% | 8,049 | +1.6% | 0.00% | – |
| Q1 2019 | $1,092,000 | +62.0% | 7,924 | +44.7% | 0.00% | – |
| Q4 2018 | $674,000 | -30.9% | 5,476 | -13.7% | 0.00% | – |
| Q3 2018 | $975,000 | -62.0% | 6,342 | -62.5% | 0.00% | -100.0% |
| Q2 2018 | $2,567,000 | +204.1% | 16,896 | +186.3% | 0.00% | – |
| Q1 2018 | $844,000 | -56.0% | 5,901 | -53.2% | 0.00% | -100.0% |
| Q4 2017 | $1,918,000 | -62.1% | 12,599 | -63.5% | 0.00% | -50.0% |
| Q3 2017 | $5,066,000 | +58.3% | 34,551 | +52.1% | 0.00% | +100.0% |
| Q2 2017 | $3,201,000 | +153.4% | 22,715 | +159.4% | 0.00% | 0.0% |
| Q1 2017 | $1,263,000 | -76.8% | 8,758 | -77.0% | 0.00% | -66.7% |
| Q4 2016 | $5,436,000 | -15.1% | 38,066 | -22.5% | 0.00% | 0.0% |
| Q3 2016 | $6,406,000 | +4.6% | 49,090 | -2.9% | 0.00% | 0.0% |
| Q2 2016 | $6,126,000 | +28.3% | 50,567 | +21.5% | 0.00% | +50.0% |
| Q4 2015 | $4,775,000 | +192.6% | 41,616 | +186.9% | 0.00% | +100.0% |
| Q3 2015 | $1,632,000 | -73.2% | 14,506 | -70.0% | 0.00% | -66.7% |
| Q2 2015 | $6,092,000 | +30.7% | 48,392 | +36.3% | 0.00% | +50.0% |
| Q1 2015 | $4,662,000 | +66.4% | 35,509 | +51.0% | 0.00% | +100.0% |
| Q3 2014 | $2,801,000 | +105.2% | 23,514 | +112.7% | 0.00% | 0.0% |
| Q1 2014 | $1,365,000 | -47.6% | 11,055 | -49.0% | 0.00% | 0.0% |
| Q4 2013 | $2,607,000 | +4.0% | 21,666 | -11.0% | 0.00% | 0.0% |
| Q2 2013 | $2,507,000 | – | 24,342 | – | 0.00% | – |
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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% |