ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $133,000 | +2.3% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $130,000 | +21.5% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $107,000 | -59.3% | 1,250 | -31.8% | 0.00% | -50.0% |
| Q4 2019 | $263,000 | -18.6% | 1,833 | -24.1% | 0.00% | 0.0% |
| Q3 2019 | $323,000 | -2.4% | 2,415 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $331,000 | – | 2,415 | – | 0.00% | – |
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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% |