ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,619,870 | -5.6% | 31,284 | -1.5% | 0.24% | -1.2% |
| Q2 2023 | $1,716,269 | +8.1% | 31,771 | +4.4% | 0.25% | +0.8% |
| Q1 2023 | $1,587,028 | -5.2% | 30,422 | -5.4% | 0.25% | -10.5% |
| Q4 2022 | $1,674,198 | +8.1% | 32,159 | -1.3% | 0.28% | 0.0% |
| Q3 2022 | $1,549,000 | -6.2% | 32,582 | -0.8% | 0.28% | -2.8% |
| Q2 2022 | $1,652,000 | -17.3% | 32,837 | -3.4% | 0.28% | -7.5% |
| Q1 2022 | $1,998,000 | -3.1% | 33,992 | -2.0% | 0.31% | -1.6% |
| Q4 2021 | $2,061,000 | +4.5% | 34,672 | -0.1% | 0.31% | -3.1% |
| Q3 2021 | $1,973,000 | -4.9% | 34,698 | -1.7% | 0.32% | -3.9% |
| Q2 2021 | $2,074,000 | +0.3% | 35,285 | +187.9% | 0.33% | -5.1% |
| Q1 2021 | $2,068,000 | +6.7% | 12,257 | -10.9% | 0.35% | -0.8% |
| Q4 2020 | $1,939,000 | – | 13,762 | – | 0.36% | – |
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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% |