ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 97 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,495 | -4.1% | 222 | 0.0% | 0.00% | – |
| Q2 2023 | $11,992 | +3.5% | 222 | 0.0% | 0.00% | – |
| Q1 2023 | $11,581 | +0.2% | 222 | 0.0% | 0.00% | – |
| Q4 2022 | $11,557 | +5.1% | 222 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 222 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | -100.0% | 222 | -72.5% | 0.00% | -100.0% |
| Q1 2021 | $136,350,000 | +13634900.0% | 808 | +13366.7% | 0.00% | – |
| Q2 2020 | $1,000 | – | 6 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 6 | -99.2% | 0.00% | -100.0% |
| Q4 2019 | $105,000 | -20.5% | 734 | -25.7% | 0.00% | -25.0% |
| Q3 2019 | $132,000 | – | 988 | +16366.7% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 6 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 6 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 6 | – | 0.00% | – |
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% |