ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 83 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,000 | 0.0% | 36 | +33.3% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 27 | +200.0% | 0.00% | -100.0% |
| Q1 2021 | $2,000 | -83.3% | 9 | -89.4% | 0.00% | -80.0% |
| Q4 2020 | $12,000 | +33.3% | 85 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $9,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 85 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $7,000 | -36.4% | 85 | +11.8% | 0.00% | -25.0% |
| Q4 2019 | $11,000 | +10.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 76 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $10,000 | 0.0% | 76 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $10,000 | +11.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -40.0% | 76 | -20.8% | 0.00% | -33.3% |
| Q3 2018 | $15,000 | 0.0% | 96 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $15,000 | -51.6% | 96 | -55.6% | 0.01% | -50.0% |
| Q1 2018 | $31,000 | -13.9% | 216 | -7.7% | 0.01% | -12.5% |
| Q4 2017 | $36,000 | +5.9% | 234 | 0.0% | 0.02% | -5.9% |
| Q3 2017 | $34,000 | +3.0% | 234 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $33,000 | -5.7% | 234 | -4.5% | 0.02% | -5.6% |
| Q1 2017 | $35,000 | – | 245 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |