ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 90 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $684,000 | -13.0% | 4,772 | -18.8% | 0.01% | -16.7% |
| Q3 2019 | $786,000 | -61.3% | 5,875 | -60.3% | 0.01% | -62.5% |
| Q2 2019 | $2,029,000 | -27.5% | 14,808 | -27.0% | 0.02% | -30.4% |
| Q1 2019 | $2,797,000 | +12.6% | 20,290 | +0.7% | 0.02% | -4.2% |
| Q4 2018 | $2,483,000 | -26.9% | 20,158 | -8.7% | 0.02% | -29.4% |
| Q3 2018 | $3,395,000 | +1.3% | 22,076 | +0.4% | 0.03% | -26.1% |
| Q2 2018 | $3,352,000 | +4.5% | 21,989 | -2.0% | 0.05% | +4.5% |
| Q1 2018 | $3,209,000 | -0.9% | 22,440 | +5.5% | 0.04% | +2.3% |
| Q4 2017 | $3,239,000 | -1.6% | 21,279 | -5.1% | 0.04% | -17.3% |
| Q3 2017 | $3,290,000 | +9.0% | 22,434 | +4.7% | 0.05% | -1.9% |
| Q2 2017 | $3,018,000 | -4.7% | 21,421 | -2.4% | 0.05% | -17.2% |
| Q1 2017 | $3,166,000 | +19.9% | 21,958 | +18.7% | 0.06% | +6.7% |
| Q4 2016 | $2,640,000 | +13.8% | 18,491 | +4.0% | 0.06% | +7.1% |
| Q3 2016 | $2,320,000 | +15.2% | 17,782 | +6.8% | 0.06% | +5.7% |
| Q2 2016 | $2,014,000 | – | 16,645 | – | 0.05% | – |
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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% |