ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 86 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $390,000 | +6.3% | 2,737 | +4.6% | 0.22% | -3.1% |
| Q3 2019 | $367,000 | +9.9% | 2,617 | +7.3% | 0.23% | -12.3% |
| Q2 2019 | $334,000 | -0.6% | 2,438 | +3.7% | 0.26% | -4.4% |
| Q1 2019 | $336,000 | +27.3% | 2,352 | +9.7% | 0.27% | +15.7% |
| Q4 2018 | $264,000 | -19.8% | 2,145 | +0.2% | 0.24% | -11.9% |
| Q3 2018 | $329,000 | +1.2% | 2,141 | +0.5% | 0.27% | -4.6% |
| Q2 2018 | $325,000 | +7.3% | 2,131 | +0.7% | 0.28% | +0.4% |
| Q1 2018 | $303,000 | +4.5% | 2,117 | +11.2% | 0.28% | +6.9% |
| Q4 2017 | $290,000 | +17.4% | 1,903 | +8.5% | 0.26% | +5.6% |
| Q2 2017 | $247,000 | +6.5% | 1,754 | +8.9% | 0.25% | +2.5% |
| Q1 2017 | $232,000 | – | 1,610 | – | 0.24% | – |
Download | ||||||
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% |