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 | $1,081,512 | -1.4% | 20,887 | +2.8% | 0.02% | 0.0% |
| Q2 2023 | $1,097,302 | +0.9% | 20,313 | -2.5% | 0.02% | -5.6% |
| Q1 2023 | $1,087,000 | +89.1% | 20,837 | +88.7% | 0.02% | +80.0% |
| Q4 2022 | $574,840 | +8.9% | 11,042 | -0.7% | 0.01% | -28.6% |
| Q3 2022 | $528,000 | -6.2% | 11,117 | -0.6% | 0.01% | +7.7% |
| Q2 2022 | $563,000 | -15.2% | 11,188 | -1.0% | 0.01% | 0.0% |
| Q1 2022 | $664,000 | +0.9% | 11,303 | +2.2% | 0.01% | 0.0% |
| Q4 2021 | $658,000 | +0.2% | 11,063 | -4.2% | 0.01% | 0.0% |
| Q3 2021 | $657,000 | +0.6% | 11,554 | +4.1% | 0.01% | -13.3% |
| Q2 2021 | $653,000 | +8.1% | 11,103 | +210.1% | 0.02% | -11.8% |
| Q1 2021 | $604,000 | +6.0% | 3,581 | -11.4% | 0.02% | -5.6% |
| Q4 2020 | $570,000 | +20.0% | 4,043 | -9.8% | 0.02% | 0.0% |
| Q3 2020 | $475,000 | +4.6% | 4,482 | +2.4% | 0.02% | -5.3% |
| Q2 2020 | $454,000 | +17.3% | 4,377 | -3.4% | 0.02% | -9.5% |
| Q1 2020 | $387,000 | -27.0% | 4,529 | +22.8% | 0.02% | -8.7% |
| Q4 2019 | $530,000 | +8.8% | 3,688 | +1.1% | 0.02% | +4.5% |
| Q3 2019 | $487,000 | +7.3% | 3,647 | +9.9% | 0.02% | +10.0% |
| Q2 2019 | $454,000 | +2.9% | 3,318 | +3.6% | 0.02% | -9.1% |
| Q1 2019 | $441,000 | +17.0% | 3,204 | +4.9% | 0.02% | 0.0% |
| Q4 2018 | $377,000 | -13.9% | 3,055 | +7.5% | 0.02% | +4.8% |
| Q3 2018 | $438,000 | +20.3% | 2,842 | +19.3% | 0.02% | 0.0% |
| Q2 2018 | $364,000 | +10.3% | 2,383 | +2.6% | 0.02% | +5.0% |
| Q1 2018 | $330,000 | -7.0% | 2,322 | -0.2% | 0.02% | -9.1% |
| Q4 2017 | $355,000 | +3.8% | 2,327 | 0.0% | 0.02% | +4.8% |
| Q3 2017 | $342,000 | +7.5% | 2,327 | +2.4% | 0.02% | +5.0% |
| Q2 2017 | $318,000 | -3.0% | 2,273 | 0.0% | 0.02% | -9.1% |
| Q1 2017 | $328,000 | -10.6% | 2,273 | -11.3% | 0.02% | -21.4% |
| Q4 2016 | $367,000 | +6.7% | 2,564 | -2.4% | 0.03% | +7.7% |
| Q3 2016 | $344,000 | +7.5% | 2,626 | 0.0% | 0.03% | +4.0% |
| Q2 2016 | $320,000 | +4.2% | 2,626 | +1.8% | 0.02% | -3.8% |
| Q1 2016 | $307,000 | +10.4% | 2,580 | +6.1% | 0.03% | +8.3% |
| Q4 2015 | $278,000 | +1.8% | 2,432 | +0.4% | 0.02% | -7.7% |
| Q3 2015 | $273,000 | -13.9% | 2,422 | -3.8% | 0.03% | -3.7% |
| Q2 2015 | $317,000 | -4.5% | 2,517 | -0.8% | 0.03% | -12.9% |
| Q1 2015 | $332,000 | +2.5% | 2,537 | +1.6% | 0.03% | -3.1% |
| Q4 2014 | $324,000 | +15.3% | 2,497 | +6.9% | 0.03% | +52.4% |
| Q3 2014 | $281,000 | 0.0% | 2,336 | +6.0% | 0.02% | -34.4% |
| Q2 2014 | $281,000 | +9.3% | 2,203 | +6.2% | 0.03% | -8.6% |
| Q1 2014 | $257,000 | – | 2,074 | – | 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% |