ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 73 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $47,000 | +20.5% | 280 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $39,000 | +30.0% | 280 | 0.0% | 0.02% | +15.8% |
| Q3 2020 | $30,000 | +3.4% | 280 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $29,000 | +20.8% | 280 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $24,000 | -84.0% | 280 | -73.1% | 0.02% | -81.2% |
| Q4 2019 | $150,000 | +7.9% | 1,042 | 0.0% | 0.10% | +4.3% |
| Q3 2019 | $139,000 | -2.8% | 1,042 | 0.0% | 0.09% | -2.1% |
| Q2 2019 | $143,000 | -0.7% | 1,042 | 0.0% | 0.09% | -4.1% |
| Q1 2019 | $144,000 | +12.5% | 1,042 | 0.0% | 0.10% | -3.0% |
| Q4 2018 | $128,000 | -20.0% | 1,042 | 0.0% | 0.10% | -13.7% |
| Q3 2018 | $160,000 | +0.6% | 1,042 | 0.0% | 0.12% | -3.3% |
| Q2 2018 | $159,000 | – | 1,042 | – | 0.12% | – |
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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% |