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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $491,000 | -1.0% | 8,349 | 0.0% | 0.25% | -1.2% |
| Q4 2021 | $496,000 | +4.4% | 8,349 | 0.0% | 0.25% | -3.8% |
| Q3 2021 | $475,000 | -3.3% | 8,349 | 0.0% | 0.26% | +1.2% |
| Q2 2021 | $491,000 | +4.5% | 8,349 | +200.0% | 0.26% | -1.2% |
| Q1 2021 | $470,000 | +19.9% | 2,783 | 0.0% | 0.26% | +12.1% |
| Q4 2020 | $392,000 | +32.9% | 2,783 | 0.0% | 0.23% | +16.6% |
| Q3 2020 | $295,000 | +2.1% | 2,783 | 0.0% | 0.20% | -7.0% |
| Q2 2020 | $289,000 | – | 2,783 | – | 0.21% | – |
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% |