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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $170,000 | +7.6% | 2,863 | +3.1% | 0.01% | -8.3% |
| Q3 2021 | $158,000 | -6.0% | 2,777 | -2.9% | 0.01% | -7.7% |
| Q2 2021 | $168,000 | 0.0% | 2,861 | +186.7% | 0.01% | -13.3% |
| Q1 2021 | $168,000 | +14.3% | 998 | -4.6% | 0.02% | +7.1% |
| Q4 2020 | $147,000 | +32.4% | 1,046 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $111,000 | +24.7% | 1,046 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $89,000 | -52.4% | 1,046 | -19.5% | 0.01% | -42.1% |
| Q4 2019 | $187,000 | +7.5% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $174,000 | -2.2% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $178,000 | +11.9% | 1,300 | +0.4% | 0.02% | -42.4% |
| Q4 2018 | $159,000 | +205.8% | 1,295 | +286.6% | 0.03% | +37.5% |
| Q3 2018 | $52,000 | +642.9% | 335 | +628.3% | 0.02% | +1100.0% |
| Q3 2017 | $7,000 | -100.0% | 46 | -90.5% | 0.00% | -88.2% |
| Q2 2017 | $68,000,000 | -2.9% | 485 | 0.0% | 0.02% | -10.5% |
| Q1 2017 | $70,000,000 | -67.1% | 485 | -67.5% | 0.02% | -48.6% |
| Q4 2016 | $213,000,000 | +105870.1% | 1,492 | -3.1% | 0.04% | +2.8% |
| Q3 2016 | $201,000 | +164.5% | 1,539 | +144.3% | 0.04% | +50.0% |
| Q2 2016 | $76,000 | -6.2% | 630 | -7.8% | 0.02% | -17.2% |
| Q1 2016 | $81,000 | +3.8% | 683 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $78,000 | -7.1% | 683 | -8.7% | 0.03% | -3.3% |
| Q3 2015 | $84,000 | -10.6% | 748 | 0.0% | 0.03% | -6.2% |
| Q2 2015 | $94,000 | +16.0% | 748 | +20.1% | 0.03% | +23.1% |
| Q1 2015 | $81,000 | +113.2% | 623 | +111.2% | 0.03% | +100.0% |
| Q4 2014 | $38,000 | -77.0% | 295 | -78.6% | 0.01% | -60.6% |
| Q3 2014 | $165,000 | – | 1,379 | – | 0.03% | – |
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% |