ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q4 2020. 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 | -1.3% | 3,831 | 0.0% | 0.03% | -6.1% |
| Q4 2021 | $228,000 | +4.6% | 3,831 | 0.0% | 0.03% | -10.8% |
| 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% | +2000.0% |
| Q4 2018 | $50,000 | -31.5% | 405 | -14.7% | 0.00% | -90.0% |
| Q3 2018 | $73,000 | +1.4% | 475 | 0.0% | 0.02% | +566.7% |
| Q2 2018 | $72,000 | +35.8% | 475 | +29.1% | 0.00% | +50.0% |
| Q1 2018 | $53,000 | -10.2% | 368 | -5.2% | 0.00% | -93.9% |
| Q4 2017 | $59,000 | +34.1% | 388 | +30.2% | 0.03% | +22.2% |
| Q3 2017 | $44,000 | -47.6% | 298 | -50.0% | 0.03% | +35.0% |
| Q2 2017 | $84,000 | +663.6% | 596 | +716.4% | 0.02% | +150.0% |
| Q1 2017 | $11,000 | +10.0% | 73 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | – | 73 | – | 0.01% | – |
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% |