ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 87 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $193,000 | -14.2% | 3,831 | 0.0% | 0.03% | -9.7% |
Q1 2022 | $225,000 | +3.2% | 3,831 | 0.0% | 0.03% | -16.2% |
Q4 2021 | $218,000 | 0.0% | 3,831 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $218,000 | -3.1% | 3,831 | 0.0% | 0.04% | +48.0% |
Q2 2021 | $225,000 | +4.7% | 3,831 | +200.0% | 0.02% | -45.7% |
Q1 2021 | $215,000 | +22.2% | 1,277 | +2.2% | 0.05% | +7.0% |
Q4 2020 | $176,000 | +32.3% | 1,250 | 0.0% | 0.04% | +13.2% |
Q3 2020 | $133,000 | -20.8% | 1,250 | -22.8% | 0.04% | -29.6% |
Q2 2020 | $168,000 | -36.6% | 1,620 | -47.9% | 0.05% | -62.5% |
Q1 2020 | $265,000 | -39.4% | 3,110 | +2.1% | 0.14% | -30.4% |
Q4 2019 | $437,000 | +193.3% | 3,045 | +173.6% | 0.21% | +176.0% |
Q3 2019 | $149,000 | +3.5% | 1,113 | +6.0% | 0.08% | +2.7% |
Q2 2019 | $144,000 | +69.4% | 1,050 | +69.4% | 0.07% | +73.8% |
Q1 2019 | $85,000 | +70.0% | 620 | +53.1% | 0.04% | +61.5% |
Q4 2018 | $50,000 | -31.5% | 405 | -14.7% | 0.03% | +30.0% |
Q3 2018 | $73,000 | +1.4% | 475 | 0.0% | 0.02% | -4.8% |
Q2 2018 | $72,000 | -99.9% | 475 | +29.1% | 0.02% | -25.0% |
Q1 2018 | $52,635,000 | +89111.9% | 368 | -5.2% | 0.03% | -15.2% |
Q4 2017 | $59,000 | +34.1% | 388 | +30.2% | 0.03% | +22.2% |
Q3 2017 | $44,000 | +4.8% | 298 | 0.0% | 0.03% | -3.6% |
Q2 2017 | $42,000 | +281.8% | 298 | +308.2% | 0.03% | +250.0% |
Q1 2017 | $11,000 | +10.0% | 73 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $10,000 | – | 73 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
Matrix Trust Co | 190,476 | $11,030 | 2.49% |
Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |