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 | $3,729 | -4.1% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,890 | +3.5% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,757 | +0.2% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,748 | +24.9% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -25.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 72 | +200.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | +33.3% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | -66.7% | 24 | -71.4% | 0.00% | -66.7% |
| Q3 2020 | $9,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -77.4% | 84 | -60.6% | 0.00% | -66.7% |
| Q4 2019 | $31,000 | -38.0% | 213 | -42.6% | 0.01% | -43.8% |
| Q3 2019 | $50,000 | -2.0% | 371 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $51,000 | -46.9% | 371 | -46.8% | 0.02% | -46.9% |
| Q1 2019 | $96,000 | +11.6% | 697 | 0.0% | 0.03% | +3.2% |
| Q4 2018 | $86,000 | -19.6% | 697 | 0.0% | 0.03% | -16.2% |
| Q3 2018 | $107,000 | +0.9% | 697 | 0.0% | 0.04% | -5.1% |
| Q2 2018 | $106,000 | +6.0% | 697 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $100,000 | – | 697 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |