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 | $720,363 | +13.6% | 13,912 | +18.5% | 0.02% | +9.5% |
| Q2 2023 | $634,087 | +143683.9% | 11,738 | +38.7% | 0.02% | +50.0% |
| Q1 2023 | $441 | -99.8% | 8,463 | +71.0% | 0.01% | +250.0% |
| Q3 2022 | $235,000 | -61.7% | 4,948 | -59.4% | 0.00% | -71.4% |
| Q2 2022 | $613,000 | -26.1% | 12,192 | -13.5% | 0.01% | +75.0% |
| Q1 2022 | $829,000 | +10.8% | 14,100 | +12.0% | 0.01% | -38.5% |
| Q4 2021 | $748,000 | +37.0% | 12,592 | +31.2% | 0.01% | -7.1% |
| Q3 2021 | $546,000 | +702.9% | 9,599 | +726.1% | 0.01% | +600.0% |
| Q2 2021 | $68,000 | -87.8% | 1,162 | -70.7% | 0.00% | -88.2% |
| Q4 2020 | $559,000 | -54.5% | 3,968 | -65.7% | 0.02% | +21.4% |
| Q3 2020 | $1,228,000 | +44.1% | 11,573 | +41.0% | 0.01% | -60.0% |
| Q2 2020 | $852,000 | -35.3% | 8,209 | -46.8% | 0.04% | -56.2% |
| Q1 2020 | $1,316,000 | +129.7% | 15,417 | +286.1% | 0.08% | +66.7% |
| Q4 2019 | $573,000 | -3.5% | 3,993 | -10.1% | 0.05% | +17.1% |
| Q3 2019 | $594,000 | -38.4% | 4,441 | -36.9% | 0.04% | -36.9% |
| Q2 2019 | $965,000 | +108.0% | 7,042 | +109.2% | 0.06% | +132.1% |
| Q1 2019 | $464,000 | -83.5% | 3,366 | -85.2% | 0.03% | -86.1% |
| Q4 2018 | $2,807,000 | +6583.3% | 22,787 | +8186.2% | 0.20% | +6633.3% |
| Q3 2018 | $42,000 | -96.0% | 275 | -96.0% | 0.00% | -94.9% |
| Q2 2018 | $1,047,000 | +68.9% | 6,868 | +58.4% | 0.06% | +11.3% |
| Q1 2018 | $620,000 | +67.1% | 4,336 | +78.0% | 0.05% | +10.4% |
| Q4 2017 | $371,000 | +783.3% | 2,436 | +712.0% | 0.05% | +860.0% |
| Q2 2017 | $42,000 | – | 300 | +29900.0% | 0.01% | – |
| Q4 2016 | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
| Q1 2016 | $60,000 | – | 502 | – | 0.01% | – |
Download | ||||||
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% |