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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,495 | -4.1% | 840 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $45,377 | +3.6% | 840 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,821 | +0.2% | 840 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $43,731 | +9.3% | 840 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 840 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $42,000 | -14.3% | 840 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $49,000 | -2.0% | 840 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $50,000 | +4.2% | 840 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $48,000 | -2.0% | 840 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $49,000 | +4.3% | 840 | +200.0% | 0.01% | 0.0% |
| Q1 2021 | $47,000 | +20.5% | 280 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $39,000 | +30.0% | 280 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $30,000 | +3.4% | 280 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $29,000 | +20.8% | 280 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $24,000 | -40.0% | 280 | 0.0% | 0.01% | -30.8% |
| Q4 2019 | $40,000 | +8.1% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $37,000 | -2.6% | 280 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | -2.6% | 280 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $39,000 | +14.7% | 280 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,000 | – | 280 | – | 0.01% | – |
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% |