ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 99 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,752 | -89.8% | 3,935 | -90.6% | 0.00% | -100.0% |
| Q3 2022 | $1,991,000 | +234.1% | 41,885 | +312.8% | 0.00% | – |
| Q1 2022 | $596,000 | +100.0% | 10,147 | +252.8% | 0.00% | – |
| Q2 2020 | $298,000 | -51.1% | 2,876 | -59.7% | 0.00% | -100.0% |
| Q1 2020 | $609,000 | +16.9% | 7,138 | +96.9% | 0.00% | 0.0% |
| Q4 2019 | $521,000 | -44.6% | 3,625 | -47.2% | 0.00% | -50.0% |
| Q2 2019 | $941,000 | +81.3% | 6,864 | +82.4% | 0.00% | +100.0% |
| Q1 2019 | $519,000 | -37.6% | 3,764 | -44.3% | 0.00% | -50.0% |
| Q4 2018 | $832,000 | +86.1% | 6,752 | +132.2% | 0.00% | +100.0% |
| Q3 2018 | $447,000 | -93.5% | 2,908 | -94.0% | 0.00% | -94.4% |
| Q1 2018 | $6,905,000 | +213.6% | 48,275 | +233.8% | 0.02% | +200.0% |
| Q4 2017 | $2,202,000 | +7.8% | 14,463 | -0.2% | 0.01% | -14.3% |
| Q2 2017 | $2,042,000 | +59.5% | 14,491 | +63.3% | 0.01% | +16.7% |
| Q1 2017 | $1,280,000 | +142.0% | 8,876 | +139.6% | 0.01% | +200.0% |
| Q4 2016 | $529,000 | +147.2% | 3,704 | +109.9% | 0.00% | +100.0% |
| Q2 2016 | $214,000 | -91.3% | 1,765 | -91.4% | 0.00% | -92.9% |
| Q1 2016 | $2,455,000 | +6.5% | 20,585 | +2.5% | 0.01% | 0.0% |
| Q4 2015 | $2,305,000 | +5.4% | 20,088 | +3.4% | 0.01% | 0.0% |
| Q3 2015 | $2,186,000 | -46.6% | 19,433 | -40.2% | 0.01% | -46.2% |
| Q2 2015 | $4,094,000 | -15.3% | 32,517 | -11.8% | 0.03% | -29.7% |
| Q1 2015 | $4,835,000 | +588.7% | 36,850 | +576.8% | 0.04% | +640.0% |
| Q4 2014 | $702,000 | +11.6% | 5,445 | +3.4% | 0.01% | -16.7% |
| Q3 2014 | $629,000 | -50.5% | 5,267 | -47.0% | 0.01% | -62.5% |
| Q2 2014 | $1,270,000 | – | 9,947 | – | 0.02% | – |
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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% |