ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 87 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $623,000 | -34.3% | 7,301 | +10.7% | 0.03% | -15.6% |
| Q4 2019 | $948,000 | +30.9% | 6,598 | +22.3% | 0.03% | +23.1% |
| Q3 2019 | $724,000 | -1.9% | 5,396 | +0.2% | 0.03% | +4.0% |
| Q2 2019 | $738,000 | +6.6% | 5,385 | +8.2% | 0.02% | +4.2% |
| Q1 2019 | $692,000 | +14.8% | 4,978 | +1.3% | 0.02% | 0.0% |
| Q4 2018 | $603,000 | -35.5% | 4,914 | -18.9% | 0.02% | -25.0% |
| Q3 2018 | $935,000 | +30.2% | 6,057 | +28.2% | 0.03% | +18.5% |
| Q2 2018 | $718,000 | -7.5% | 4,723 | -13.1% | 0.03% | -10.0% |
| Q1 2018 | $776,000 | +12.0% | 5,433 | +19.5% | 0.03% | +7.1% |
| Q4 2017 | $693,000 | +17.3% | 4,547 | +12.8% | 0.03% | +12.0% |
| Q3 2017 | $591,000 | +36.8% | 4,032 | +31.3% | 0.02% | +31.6% |
| Q2 2017 | $432,000 | +16.8% | 3,071 | +19.6% | 0.02% | 0.0% |
| Q1 2017 | $370,000 | – | 2,567 | – | 0.02% | – |
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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% |