ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 61 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $218,837 | -5.8% | 3,779 | -0.5% | 0.00% | -50.0% |
Q1 2024 | $232,379 | +11.7% | 3,797 | +157.4% | 0.00% | 0.0% |
Q4 2020 | $208,000 | +62.5% | 1,475 | +19.3% | 0.00% | 0.0% |
Q2 2020 | $128,000 | -46.7% | 1,236 | -26.2% | 0.00% | -50.0% |
Q4 2019 | $240,000 | +10.1% | 1,674 | +2.6% | 0.00% | +33.3% |
Q3 2019 | $218,000 | -2.7% | 1,632 | 0.0% | 0.00% | -25.0% |
Q2 2019 | $224,000 | -21.7% | 1,632 | -21.4% | 0.00% | -33.3% |
Q1 2019 | $286,000 | -30.9% | 2,077 | -22.9% | 0.01% | -25.0% |
Q3 2018 | $414,000 | +83.2% | 2,694 | +70.4% | 0.01% | -11.1% |
Q1 2018 | $226,000 | -4.6% | 1,581 | +2.8% | 0.01% | -10.0% |
Q4 2017 | $237,000 | -54.0% | 1,538 | -56.0% | 0.01% | -23.1% |
Q3 2017 | $515,000 | +8.6% | 3,497 | +3.2% | 0.01% | 0.0% |
Q2 2017 | $474,000 | +4.6% | 3,389 | +5.9% | 0.01% | 0.0% |
Q1 2017 | $453,000 | +13.0% | 3,201 | +16.0% | 0.01% | 0.0% |
Q4 2016 | $401,000 | +15.9% | 2,760 | +2.1% | 0.01% | -7.1% |
Q3 2016 | $346,000 | +8.1% | 2,703 | +1.5% | 0.01% | +7.7% |
Q2 2016 | $320,000 | +43.5% | 2,663 | +42.6% | 0.01% | +18.2% |
Q1 2016 | $223,000 | +5.7% | 1,867 | +1.5% | 0.01% | +10.0% |
Q4 2015 | $211,000 | -3.7% | 1,840 | -5.6% | 0.01% | -16.7% |
Q3 2015 | $219,000 | -5.6% | 1,950 | +5.8% | 0.01% | +9.1% |
Q2 2015 | $232,000 | -7.9% | 1,843 | -3.9% | 0.01% | -26.7% |
Q1 2015 | $252,000 | +10.5% | 1,918 | +8.7% | 0.02% | 0.0% |
Q4 2014 | $228,000 | +39.9% | 1,764 | +29.3% | 0.02% | +36.4% |
Q3 2014 | $163,000 | – | 1,364 | – | 0.01% | – |
Download |
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% |