ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 86 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,135 | -4.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $64,824 | +3.6% | 1,200 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $62,601 | +0.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $62,472 | +9.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $57,000 | -5.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $60,000 | -15.5% | 1,200 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $71,000 | -21.1% | 1,200 | -20.9% | 0.01% | -27.3% |
| Q4 2021 | $90,000 | +32.4% | 1,518 | +26.5% | 0.01% | +22.2% |
| Q3 2021 | $68,000 | -4.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 1,200 | +200.0% | 0.01% | -10.0% |
| Q1 2021 | $68,000 | +21.4% | 400 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $56,000 | +33.3% | 400 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $42,000 | +23.5% | 400 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $34,000 | -40.4% | 400 | 0.0% | 0.01% | -46.7% |
| Q4 2019 | $57,000 | – | 400 | – | 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% |