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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,268 | -4.1% | 797 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $43,054 | +3.6% | 797 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $41,577 | +194.5% | 797 | +168.4% | 0.02% | +114.3% |
| Q4 2022 | $14,116 | +0.8% | 297 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 297 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $15,000 | +15.4% | 297 | +32.0% | 0.01% | +33.3% |
| Q1 2022 | $13,000 | 0.0% | 225 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $13,000 | -18.8% | 225 | -21.1% | 0.01% | -22.2% |
| Q3 2021 | $16,000 | 0.0% | 285 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 285 | +200.0% | 0.01% | -18.2% |
| Q1 2021 | $16,000 | +23.1% | 95 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $13,000 | +62.5% | 95 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $8,000 | – | 95 | – | 0.01% | – |
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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% |