ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 86 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $442,000 | -2.4% | 3,078 | -9.1% | 0.07% | +6.0% |
| Q3 2019 | $453,000 | -6.6% | 3,387 | -4.4% | 0.07% | -6.9% |
| Q2 2019 | $485,000 | +1.5% | 3,542 | +2.1% | 0.07% | +10.8% |
| Q1 2019 | $478,000 | +13.3% | 3,470 | +1.3% | 0.06% | +1.6% |
| Q4 2018 | $422,000 | -17.3% | 3,426 | +3.4% | 0.06% | +30.6% |
| Q3 2018 | $510,000 | -12.1% | 3,314 | -12.9% | 0.05% | -41.0% |
| Q2 2018 | $580,000 | -2.0% | 3,804 | -8.0% | 0.08% | 0.0% |
| Q1 2018 | $592,000 | -19.6% | 4,137 | -14.4% | 0.08% | -29.7% |
| Q4 2017 | $736,000 | -0.3% | 4,831 | -4.0% | 0.12% | +11.3% |
| Q3 2017 | $738,000 | -3.8% | 5,030 | -7.6% | 0.11% | -9.4% |
| Q2 2017 | $767,000 | -15.6% | 5,444 | -13.6% | 0.12% | -15.8% |
| Q1 2017 | $909,000 | -13.0% | 6,302 | -13.9% | 0.14% | -18.7% |
| Q4 2016 | $1,045,000 | -4.7% | 7,316 | -12.9% | 0.17% | +2.4% |
| Q3 2016 | $1,097,000 | -15.6% | 8,403 | -21.6% | 0.17% | -19.7% |
| Q2 2016 | $1,299,000 | -11.0% | 10,722 | -12.4% | 0.21% | +70.5% |
| Q1 2016 | $1,459,000 | -9.0% | 12,235 | -12.4% | 0.12% | -52.5% |
| Q4 2015 | $1,603,000 | -15.0% | 13,964 | -16.7% | 0.26% | -13.8% |
| Q3 2015 | $1,885,000 | -16.2% | 16,756 | -6.3% | 0.30% | -13.9% |
| Q2 2015 | $2,250,000 | -3.8% | 17,874 | +0.3% | 0.35% | -7.7% |
| Q1 2015 | $2,338,000 | -4.5% | 17,823 | -6.1% | 0.38% | -18.7% |
| Q4 2014 | $2,447,000 | – | 18,972 | – | 0.46% | – |
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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% |