ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 83 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $467,000 | +27.9% | 8,211 | +32.4% | 0.05% | +26.8% |
| Q2 2021 | $365,000 | -83.8% | 6,203 | -76.5% | 0.04% | -89.1% |
| Q1 2020 | $2,257,000 | -88.8% | 26,440 | -81.2% | 0.38% | -86.1% |
| Q4 2019 | $20,215,000 | +9.5% | 140,754 | +2.0% | 2.70% | +2.3% |
| Q3 2019 | $18,460,000 | -2.1% | 138,037 | +0.3% | 2.64% | -7.7% |
| Q2 2019 | $18,855,000 | +4.8% | 137,564 | +5.4% | 2.86% | -1.6% |
| Q1 2019 | $17,995,000 | +14.5% | 130,514 | +2.3% | 2.91% | +5.4% |
| Q4 2018 | $15,718,000 | – | 127,609 | – | 2.76% | – |
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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% |