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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $59,679 | +0.2% | 1,144 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $59,557 | -80.7% | 1,144 | -78.2% | 0.00% | -80.0% |
| Q2 2021 | $308,000 | +1000.0% | 5,239 | +2546.0% | 0.01% | +900.0% |
| Q4 2020 | $28,000 | +33.3% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | -25.0% | 198 | -38.7% | 0.00% | -50.0% |
| Q1 2020 | $28,000 | -39.1% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $46,000 | +4.5% | 323 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $44,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $44,000 | +51.7% | 323 | +52.4% | 0.00% | +50.0% |
| Q1 2019 | $29,000 | +11.5% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $26,000 | -18.8% | 212 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | -28.9% | 212 | -27.6% | 0.00% | -33.3% |
| Q2 2018 | $45,000 | +7.1% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $42,000 | -6.7% | 293 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $45,000 | +45.2% | 293 | +38.2% | 0.00% | 0.0% |
| Q3 2017 | $31,000 | +3.3% | 212 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $30,000 | -48.3% | 212 | -47.0% | 0.00% | -50.0% |
| Q1 2017 | $58,000 | +11.5% | 400 | 0.0% | 0.01% | -20.0% |
| Q3 2016 | $52,000 | +8.3% | 400 | 0.0% | 0.01% | -9.1% |
| Q2 2016 | $48,000 | 0.0% | 400 | 0.0% | 0.01% | -15.4% |
| Q1 2016 | $48,000 | +4.3% | 400 | 0.0% | 0.01% | -13.3% |
| Q4 2015 | $46,000 | -27.0% | 400 | -29.0% | 0.02% | -21.1% |
| Q3 2015 | $63,000 | -11.3% | 563 | 0.0% | 0.02% | -9.5% |
| Q2 2015 | $71,000 | -5.3% | 563 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $75,000 | +7.1% | 563 | 0.0% | 0.02% | -4.5% |
| Q4 2014 | $70,000 | +191.7% | 563 | +178.7% | 0.02% | +83.3% |
| Q4 2013 | $24,000 | – | 202 | – | 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% |