ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 82 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,908 | -52.2% | 75 | -50.3% | 0.00% | -100.0% |
| Q2 2023 | $8,182 | +4.1% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,863 | +0.8% | 151 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $7,801 | +11.4% | 150 | +1.4% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 148 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 147 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -90.8% | 145 | -90.2% | 0.00% | -91.7% |
| Q2 2021 | $87,000 | +24.3% | 1,486 | +200.2% | 0.01% | +20.0% |
| Q4 2020 | $70,000 | +48.9% | 495 | +10.7% | 0.01% | +25.0% |
| Q3 2020 | $47,000 | +2.2% | 447 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $46,000 | -9.8% | 447 | -24.9% | 0.01% | -33.3% |
| Q1 2020 | $51,000 | -39.3% | 595 | +1.2% | 0.01% | -50.0% |
| Q4 2019 | $84,000 | +6.3% | 588 | +0.2% | 0.02% | 0.0% |
| Q3 2019 | $79,000 | -1.2% | 587 | +0.2% | 0.02% | -11.1% |
| Q2 2019 | $80,000 | +11.1% | 586 | +0.3% | 0.03% | -6.9% |
| Q4 2018 | $72,000 | -24.2% | 584 | -6.0% | 0.03% | -23.7% |
| Q3 2018 | $95,000 | -1.0% | 621 | -1.4% | 0.04% | -9.5% |
| Q2 2018 | $96,000 | +3100.0% | 630 | +2233.3% | 0.04% | +2000.0% |
| Q1 2018 | $3,000 | -96.2% | 27 | -94.8% | 0.00% | -94.1% |
| Q4 2017 | $78,000 | +4.0% | 516 | +0.4% | 0.03% | -5.6% |
| Q3 2017 | $75,000 | -25.0% | 514 | -27.5% | 0.04% | -25.0% |
| Q2 2017 | $100,000 | -16.7% | 709 | -15.2% | 0.05% | -17.2% |
| Q1 2017 | $120,000 | +0.8% | 836 | +0.1% | 0.06% | -3.3% |
| Q4 2016 | $119,000 | – | 835 | – | 0.06% | – |
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% |