ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 83 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,339 | -4.1% | 4,062 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $219,438 | -0.3% | 4,062 | -3.7% | 0.01% | -15.4% |
| Q1 2023 | $220,024 | +0.3% | 4,217 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $219,276 | +10.2% | 4,212 | +0.1% | 0.01% | -7.1% |
| Q3 2022 | $199,000 | -7.0% | 4,206 | +0.1% | 0.01% | +27.3% |
| Q2 2022 | $214,000 | -17.1% | 4,200 | -4.6% | 0.01% | 0.0% |
| Q1 2022 | $258,000 | -1.1% | 4,401 | +0.0% | 0.01% | +10.0% |
| Q4 2021 | $261,000 | +2.4% | 4,400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | -1.2% | 4,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $258,000 | +0.8% | 4,400 | +0.0% | 0.01% | +42.9% |
| Q1 2021 | $256,000 | -14.4% | 4,398 | +148.6% | 0.01% | -41.7% |
| Q4 2020 | $299,000 | +98.0% | 1,769 | +21.1% | 0.01% | +50.0% |
| Q3 2020 | $151,000 | +4.9% | 1,461 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $144,000 | +15.2% | 1,461 | +0.3% | 0.01% | 0.0% |
| Q1 2020 | $125,000 | -40.2% | 1,456 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $209,000 | +8.3% | 1,456 | +0.1% | 0.01% | -8.3% |
| Q3 2019 | $193,000 | -12.3% | 1,455 | -9.6% | 0.01% | -14.3% |
| Q2 2019 | $220,000 | -0.9% | 1,610 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $222,000 | +6.2% | 1,610 | -5.8% | 0.02% | 0.0% |
| Q4 2018 | $209,000 | -20.2% | 1,710 | 0.0% | 0.02% | -11.8% |
| Q3 2018 | $262,000 | +0.8% | 1,710 | 0.0% | 0.02% | -15.0% |
| Q2 2018 | $260,000 | +6.6% | 1,710 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $244,000 | -6.2% | 1,710 | 0.0% | 0.02% | -8.7% |
| Q4 2017 | $260,000 | +4.0% | 1,710 | +0.3% | 0.02% | -8.0% |
| Q3 2017 | $250,000 | -9.1% | 1,705 | -12.8% | 0.02% | -10.7% |
| Q2 2017 | $275,000 | -2.5% | 1,955 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $282,000 | +1.1% | 1,955 | 0.0% | 0.03% | -21.6% |
| Q4 2016 | $279,000 | +9.4% | 1,955 | 0.0% | 0.04% | +8.8% |
| Q3 2016 | $255,000 | +6.7% | 1,955 | 0.0% | 0.03% | -2.9% |
| Q2 2016 | $239,000 | +3.0% | 1,955 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $232,000 | – | 1,955 | – | 0.04% | – |
Download | ||||||
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% |