ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 95 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 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% |