ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 83 filers reported holding ISHARES TR in Q1 2021. 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. | 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% |