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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -12.5% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 270 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | +6.7% | 269 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 269 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 269 | +198.9% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +15.4% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $8,000 | -75.0% | 90 | -59.3% | 0.00% | -66.7% |
| Q4 2019 | $32,000 | +6.7% | 221 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $30,000 | 0.0% | 221 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | 0.0% | 220 | 0.0% | 0.01% | -13.3% |
| Q1 2019 | $30,000 | +11.1% | 220 | 0.0% | 0.02% | -16.7% |
| Q4 2018 | $27,000 | -20.6% | 220 | +0.5% | 0.02% | -10.0% |
| Q3 2018 | $34,000 | +88.9% | 219 | +65.9% | 0.02% | +53.8% |
| Q1 2018 | $18,000 | -10.0% | 132 | +0.8% | 0.01% | -13.3% |
| Q4 2017 | $20,000 | +5.3% | 131 | 0.0% | 0.02% | -11.8% |
| Q3 2017 | $19,000 | +5.6% | 131 | 0.0% | 0.02% | -10.5% |
| Q2 2017 | $18,000 | 0.0% | 131 | +0.8% | 0.02% | 0.0% |
| Q1 2017 | $18,000 | -5.3% | 130 | +0.8% | 0.02% | -26.9% |
| Q4 2016 | $19,000 | – | 129 | – | 0.03% | – |
Download | ||||||
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% |