ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 86 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $734,000 | -5.5% | 15,443 | 0.0% | 0.17% | +5.7% |
| Q2 2022 | $777,000 | -17.3% | 15,443 | -3.4% | 0.16% | -10.7% |
| Q1 2022 | $940,000 | -1.1% | 15,994 | +0.1% | 0.18% | +31.9% |
| Q4 2021 | $950,000 | +4.7% | 15,980 | +0.2% | 0.14% | +13.4% |
| Q3 2021 | $907,000 | -3.1% | 15,952 | +0.1% | 0.12% | 0.0% |
| Q2 2021 | $936,000 | +32.2% | 15,930 | +279.6% | 0.12% | +26.6% |
| Q1 2021 | $708,000 | -5.3% | 4,196 | -20.9% | 0.09% | -8.7% |
| Q4 2020 | $748,000 | -1.6% | 5,308 | -25.9% | 0.10% | -10.4% |
| Q3 2020 | $760,000 | +2.0% | 7,161 | -0.3% | 0.12% | -5.7% |
| Q2 2020 | $745,000 | +21.5% | 7,182 | 0.0% | 0.12% | +7.0% |
| Q1 2020 | $613,000 | -53.1% | 7,182 | -21.1% | 0.11% | -41.2% |
| Q4 2019 | $1,307,000 | +7.4% | 9,098 | 0.0% | 0.19% | +7.8% |
| Q3 2019 | $1,217,000 | -7.8% | 9,098 | -5.5% | 0.18% | +1.7% |
| Q2 2019 | $1,320,000 | -2.8% | 9,629 | -2.2% | 0.18% | -2.7% |
| Q1 2019 | $1,358,000 | +11.7% | 9,849 | -0.3% | 0.18% | -2.2% |
| Q4 2018 | $1,216,000 | -21.2% | 9,875 | -1.6% | 0.19% | -9.3% |
| Q3 2018 | $1,544,000 | +0.8% | 10,040 | 0.0% | 0.20% | -11.6% |
| Q2 2018 | $1,531,000 | +3.4% | 10,040 | -2.9% | 0.23% | +3.6% |
| Q1 2018 | $1,480,000 | -6.0% | 10,345 | +0.0% | 0.22% | -3.9% |
| Q4 2017 | $1,575,000 | +2.9% | 10,344 | -0.9% | 0.23% | -12.7% |
| Q3 2017 | $1,530,000 | -4.7% | 10,434 | -8.4% | 0.27% | +1.1% |
| Q2 2017 | $1,606,000 | -8.5% | 11,394 | -6.4% | 0.26% | -18.0% |
| Q1 2017 | $1,755,000 | +3.7% | 12,169 | +2.7% | 0.32% | -10.1% |
| Q4 2016 | $1,692,000 | +9.4% | 11,849 | 0.0% | 0.36% | +8.8% |
| Q3 2016 | $1,546,000 | +7.7% | 11,849 | 0.0% | 0.33% | +2.8% |
| Q2 2016 | $1,435,000 | +1.6% | 11,849 | 0.0% | 0.32% | +0.3% |
| Q1 2016 | $1,413,000 | -0.8% | 11,849 | -4.5% | 0.32% | +0.3% |
| Q4 2015 | $1,424,000 | -32.2% | 12,406 | -33.6% | 0.32% | -43.7% |
| Q3 2015 | $2,101,000 | -11.0% | 18,676 | -0.4% | 0.56% | -4.4% |
| Q2 2015 | $2,360,000 | -5.4% | 18,746 | -1.5% | 0.59% | -10.5% |
| Q1 2015 | $2,496,000 | -11.8% | 19,024 | -13.3% | 0.66% | -13.6% |
| Q4 2014 | $2,831,000 | +8.0% | 21,948 | 0.0% | 0.76% | +3.1% |
| Q3 2014 | $2,622,000 | -17.5% | 21,948 | -11.8% | 0.74% | +23.5% |
| Q2 2014 | $3,178,000 | +2.7% | 24,892 | -0.6% | 0.60% | -34.5% |
| Q1 2014 | $3,093,000 | +1.6% | 25,050 | -1.0% | 0.92% | +17.7% |
| Q4 2013 | $3,044,000 | – | 25,310 | – | 0.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 183,470 | $9,230,000 | 2.55% |
| Viewpoint Capital Management LLC | 46,938 | $2,361,000 | 2.21% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 60,721 | $3,055,000 | 1.62% |
| Hyperion Capital Advisors LP | 27,400 | $1,378,000 | 0.64% |
| VAUGHAN & Co SECURITIES, INC. | 14,621 | $736,000 | 0.59% |
| PACIFIC SUN FINANCIAL CORP | 13,362 | $672,000 | 0.44% |
| Oak Asset Management, LLC | 16,702 | $840,000 | 0.40% |
| Courage Miller Partners, LLC | 16,702 | $840,000 | 0.40% |
| Surevest, LLC | 27,744 | $1,396,000 | 0.37% |
| Jackson Creek Investment Advisors LLC | 20,771 | $846,000 | 0.34% |