ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,797 | -36.3% | 5,674 | -33.6% | 0.17% | -33.1% |
| Q2 2023 | $461,547 | +3.7% | 8,544 | +0.1% | 0.26% | +2.0% |
| Q1 2023 | $445,194 | +0.2% | 8,534 | 0.0% | 0.26% | -0.4% |
| Q4 2022 | $444,280 | +9.4% | 8,534 | -0.1% | 0.26% | +4.5% |
| Q3 2022 | $406,000 | -5.6% | 8,540 | 0.0% | 0.24% | -4.7% |
| Q2 2022 | $430,000 | -14.5% | 8,540 | -0.3% | 0.26% | +2.8% |
| Q1 2022 | $503,000 | -1.2% | 8,566 | 0.0% | 0.25% | +3.7% |
| Q4 2021 | $509,000 | +4.5% | 8,566 | 0.0% | 0.24% | -0.8% |
| Q3 2021 | $487,000 | -3.4% | 8,566 | 0.0% | 0.24% | -2.8% |
| Q2 2021 | $504,000 | +3.9% | 8,566 | +197.8% | 0.25% | +7.3% |
| Q1 2021 | $485,000 | +18.6% | 2,876 | -0.9% | 0.23% | +13.7% |
| Q4 2020 | $409,000 | +19.2% | 2,901 | -10.2% | 0.20% | +7.3% |
| Q3 2020 | $343,000 | -18.1% | 3,232 | -20.0% | 0.19% | -26.8% |
| Q2 2020 | $419,000 | +21.4% | 4,039 | 0.0% | 0.26% | -4.4% |
| Q1 2020 | $345,000 | -41.6% | 4,039 | -1.8% | 0.27% | -30.2% |
| Q4 2019 | $591,000 | +5.7% | 4,112 | -1.6% | 0.39% | +2.9% |
| Q3 2019 | $559,000 | -3.0% | 4,177 | 0.0% | 0.38% | -5.9% |
| Q2 2019 | $576,000 | 0.0% | 4,177 | 0.0% | 0.40% | +0.5% |
| Q1 2019 | $576,000 | +12.1% | 4,177 | 0.0% | 0.40% | -2.4% |
| Q4 2018 | $514,000 | – | 4,177 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atria Investments, Inc | 140,280 | $17,320,000 | 1.76% |
| Courage Miller Partners, LLC | 16,699 | $2,062,000 | 1.62% |
| Camarda Financial Advisors, LLC | 15,143 | $1,870,000 | 1.43% |
| M Holdings Securities, Inc. | 9,821 | $1,213,000 | 1.27% |
| ACG Wealth | 25,050 | $3,093,000 | 0.92% |
| Investors Capital Advisory Services | 18,575 | $2,293,000 | 0.49% |
| NEW ENGLAND SECURITIES CORP /MA/ | 18,038 | $2,228,000 | 0.43% |
| Advisors Preferred, LLC | 5,115 | $631,651,000 | 0.29% |
| Plante Moran Financial Advisors, LLC | 1,000 | $123,000 | 0.13% |
| B. Riley Wealth Advisors, Inc. | 3,490 | $431,000 | 0.13% |