ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q4 2020. 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 ↓ |
|---|---|---|---|
| Matrix Trust Co | 183,470 | $9,230,000 | 2.55% |
| Viewpoint Capital Management LLC | 46,938 | $2,361,000 | 2.21% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 60,721 | $3,055,000 | 1.62% |
| Hyperion Capital Advisors LP | 27,400 | $1,378,000 | 0.64% |
| VAUGHAN & Co SECURITIES, INC. | 14,621 | $736,000 | 0.59% |
| PACIFIC SUN FINANCIAL CORP | 13,362 | $672,000 | 0.44% |
| Oak Asset Management, LLC | 16,702 | $840,000 | 0.40% |
| Courage Miller Partners, LLC | 16,702 | $840,000 | 0.40% |
| Surevest, LLC | 27,744 | $1,396,000 | 0.37% |
| Jackson Creek Investment Advisors LLC | 20,771 | $846,000 | 0.34% |