ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 87 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $90,000 | +34.3% | 637 | +1.4% | 0.02% | +21.4% |
| Q3 2020 | $67,000 | -26.4% | 628 | -28.5% | 0.01% | -30.0% |
| Q2 2020 | $91,000 | +21.3% | 878 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $75,000 | -27.2% | 878 | +21.8% | 0.02% | -13.6% |
| Q4 2019 | $103,000 | -6.4% | 721 | -12.2% | 0.02% | +15.8% |
| Q3 2019 | $110,000 | -12.0% | 821 | +0.7% | 0.02% | -34.5% |
| Q2 2019 | $125,000 | +12.6% | 815 | +1.1% | 0.03% | +38.1% |
| Q1 2019 | $111,000 | +11.0% | 806 | -1.1% | 0.02% | -4.5% |
| Q4 2018 | $100,000 | -20.6% | 815 | 0.0% | 0.02% | -12.0% |
| Q3 2018 | $126,000 | +1.6% | 815 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $124,000 | +6.0% | 815 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $117,000 | -5.6% | 815 | 0.0% | 0.03% | -10.3% |
| Q4 2017 | $124,000 | – | 815 | – | 0.03% | – |
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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% |