ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |