ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,047 | +5.6% | 51,460 | -7.7% | 1.11% | -13.6% |
| Q3 2023 | $2,886 | -4.2% | 55,731 | -0.0% | 1.29% | -10.6% |
| Q2 2023 | $3,011 | +4.0% | 55,746 | +0.4% | 1.44% | +2.9% |
| Q1 2023 | $2,896 | -6.9% | 55,510 | -7.1% | 1.40% | -11.9% |
| Q4 2022 | $3,112 | -99.9% | 59,776 | -0.6% | 1.59% | -2.4% |
| Q3 2022 | $2,858,000 | -6.4% | 60,130 | -1.0% | 1.63% | +0.4% |
| Q2 2022 | $3,055,000 | -11.3% | 60,721 | +3.6% | 1.62% | -2.0% |
| Q1 2022 | $3,446,000 | -3.9% | 58,638 | -2.8% | 1.66% | +1.5% |
| Q4 2021 | $3,587,000 | +6.2% | 60,345 | +1.6% | 1.63% | -4.1% |
| Q3 2021 | $3,376,000 | -1.8% | 59,375 | +1.6% | 1.70% | -2.0% |
| Q2 2021 | $3,437,000 | +4.1% | 58,468 | +198.9% | 1.74% | -2.6% |
| Q1 2021 | $3,301,000 | +17.3% | 19,559 | -2.0% | 1.78% | +10.6% |
| Q4 2020 | $2,813,000 | +33.6% | 19,966 | +0.6% | 1.61% | +16.5% |
| Q3 2020 | $2,105,000 | +4.3% | 19,840 | +2.0% | 1.38% | +0.2% |
| Q2 2020 | $2,018,000 | +284.4% | 19,448 | +215.9% | 1.38% | +287.6% |
| Q1 2020 | $525,000 | -78.3% | 6,156 | -63.4% | 0.36% | -78.5% |
| Q4 2019 | $2,418,000 | +7.4% | 16,835 | -0.0% | 1.66% | +1.6% |
| Q3 2019 | $2,252,000 | +1.0% | 16,837 | +3.5% | 1.63% | -1.5% |
| Q2 2019 | $2,229,000 | +3.1% | 16,264 | +3.7% | 1.66% | +2.5% |
| Q1 2019 | $2,163,000 | +16.4% | 15,691 | +4.0% | 1.62% | +0.8% |
| Q4 2018 | $1,858,000 | -14.8% | 15,083 | +6.3% | 1.60% | -4.9% |
| Q3 2018 | $2,182,000 | +1.6% | 14,190 | +0.8% | 1.68% | -3.5% |
| Q2 2018 | $2,147,000 | +8.5% | 14,084 | +1.8% | 1.75% | +5.3% |
| Q1 2018 | $1,978,000 | -4.4% | 13,831 | +1.9% | 1.66% | -1.2% |
| Q4 2017 | $2,068,000 | +3.8% | 13,579 | -0.1% | 1.68% | -2.0% |
| Q3 2017 | $1,993,000 | -2.8% | 13,591 | -6.6% | 1.71% | -2.8% |
| Q2 2017 | $2,051,000 | -0.6% | 14,553 | +1.7% | 1.76% | -1.3% |
| Q1 2017 | $2,063,000 | +16.6% | 14,310 | +15.5% | 1.79% | +17.9% |
| Q4 2016 | $1,769,000 | +7.4% | 12,387 | -2.9% | 1.52% | +7.2% |
| Q3 2016 | $1,647,000 | +7.2% | 12,758 | +0.6% | 1.42% | +0.8% |
| Q2 2016 | $1,536,000 | +2.5% | 12,677 | +0.9% | 1.40% | -0.8% |
| Q1 2016 | $1,499,000 | +4.5% | 12,570 | +0.5% | 1.42% | +0.3% |
| Q4 2015 | $1,435,000 | -1.2% | 12,502 | -3.2% | 1.41% | +37.9% |
| Q3 2015 | $1,453,000 | -15.6% | 12,916 | -5.6% | 1.02% | -22.7% |
| Q2 2015 | $1,722,000 | -42.0% | 13,679 | -39.6% | 1.32% | -41.1% |
| Q1 2015 | $2,969,000 | +1.9% | 22,631 | +0.1% | 2.25% | -2.9% |
| Q4 2014 | $2,915,000 | – | 22,604 | – | 2.31% | – |
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% |