ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 filers reported holding ISHARES TR in Q1 2022. 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% | – |
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% |