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 | $212,192 | -4.1% | 4,098 | 0.0% | 0.00% | – |
Q2 2023 | $221,373 | +4.0% | 4,098 | +0.4% | 0.00% | – |
Q1 2023 | $212,842 | -3.8% | 4,080 | -4.0% | 0.00% | – |
Q4 2022 | $221,307 | +9.6% | 4,251 | 0.0% | 0.00% | – |
Q3 2022 | $202,000 | -5.6% | 4,251 | 0.0% | 0.00% | – |
Q2 2022 | $214,000 | -14.4% | 4,251 | 0.0% | 0.00% | – |
Q1 2022 | $250,000 | -1.2% | 4,251 | 0.0% | 0.00% | – |
Q4 2021 | $253,000 | +4.5% | 4,251 | 0.0% | 0.00% | – |
Q3 2021 | $242,000 | -3.2% | 4,251 | -0.1% | 0.00% | – |
Q2 2021 | $250,000 | +4.6% | 4,254 | +200.2% | 0.00% | – |
Q1 2021 | $239,000 | +4.8% | 1,417 | -12.4% | 0.00% | -100.0% |
Q4 2020 | $228,000 | -17.7% | 1,617 | -16.1% | 0.00% | 0.0% |
Q4 2019 | $277,000 | +7.4% | 1,927 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $258,000 | -2.3% | 1,927 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $264,000 | +20.5% | 1,927 | +35.1% | 0.00% | 0.0% |
Q3 2018 | $219,000 | +0.9% | 1,426 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $217,000 | +19.9% | 1,426 | +10.9% | 0.00% | 0.0% |
Q2 2017 | $181,000 | -1.1% | 1,286 | +1.6% | 0.00% | 0.0% |
Q1 2017 | $183,000 | +7.6% | 1,266 | +6.3% | 0.00% | 0.0% |
Q4 2016 | $170,000 | +9.7% | 1,191 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $155,000 | -9.9% | 1,191 | -16.1% | 0.00% | 0.0% |
Q2 2016 | $172,000 | +8.2% | 1,419 | +6.5% | 0.00% | 0.0% |
Q1 2016 | $159,000 | +3.9% | 1,333 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $153,000 | +7.7% | 1,333 | +5.3% | 0.00% | 0.0% |
Q3 2015 | $142,000 | -14.5% | 1,266 | 0.0% | 0.00% | -50.0% |
Q1 2015 | $166,000 | -30.0% | 1,266 | -31.2% | 0.00% | 0.0% |
Q4 2014 | $237,000 | +26.7% | 1,841 | +17.6% | 0.00% | 0.0% |
Q3 2014 | $187,000 | -7.4% | 1,566 | -1.1% | 0.00% | -33.3% |
Q2 2014 | $202,000 | -14.4% | 1,583 | -17.0% | 0.00% | -25.0% |
Q1 2014 | $236,000 | +18.0% | 1,908 | +14.9% | 0.00% | +33.3% |
Q4 2013 | $200,000 | +3.6% | 1,661 | -5.7% | 0.00% | -25.0% |
Q3 2013 | $193,000 | +6.6% | 1,761 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $181,000 | – | 1,761 | – | 0.00% | – |
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% |