ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 84 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,857 | -5.4% | 222 | 0.0% | 0.01% | -6.7% |
| Q1 2024 | $13,587 | +3.4% | 222 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $13,145 | +9.5% | 222 | 0.0% | 0.02% | -16.7% |
| Q2 2023 | $12,004 | +4.1% | 222 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $11,534 | +0.8% | 221 | +0.5% | 0.02% | -10.0% |
| Q4 2022 | $11,444 | +14.4% | 220 | +0.9% | 0.02% | +11.1% |
| Q3 2022 | $10,000 | -9.1% | 218 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 217 | +0.5% | 0.02% | -5.3% |
| Q1 2022 | $13,000 | 0.0% | 216 | +0.5% | 0.02% | +11.8% |
| Q4 2021 | $13,000 | +8.3% | 215 | +0.5% | 0.02% | +6.2% |
| Q3 2021 | $12,000 | 0.0% | 214 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 213 | +200.0% | 0.02% | -5.9% |
| Q1 2021 | $12,000 | +20.0% | 71 | +1.4% | 0.02% | +13.3% |
| Q4 2020 | $10,000 | – | 70 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |