ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 97 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,563 | -4.7% | 8,296 | -0.6% | 0.00% | – |
| Q2 2023 | $450,635 | -49.1% | 8,342 | -50.8% | 0.00% | – |
| Q1 2023 | $885,000 | +91137.1% | 16,956 | -9.0% | 0.00% | – |
| Q4 2022 | $970 | -99.9% | 18,630 | -2.6% | 0.00% | – |
| Q3 2022 | $909,000 | -6.1% | 19,126 | -0.6% | 0.00% | – |
| Q2 2022 | $968,000 | -18.2% | 19,237 | -4.5% | 0.00% | – |
| Q1 2022 | $1,184,000 | -3.0% | 20,148 | -1.9% | 0.00% | – |
| Q4 2021 | $1,220,000 | +2.5% | 20,531 | -1.9% | 0.00% | – |
| Q3 2021 | $1,190,000 | -5.9% | 20,935 | -2.8% | 0.00% | – |
| Q2 2021 | $1,265,000 | +4.1% | 21,530 | +199.1% | 0.00% | – |
| Q1 2021 | $1,215,000 | +4239.3% | 7,199 | +3499.5% | 0.00% | – |
| Q4 2020 | $28,000 | +33.3% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $21,000 | -19.2% | 200 | -33.3% | 0.00% | – |
| Q1 2020 | $26,000 | -55.2% | 300 | -26.1% | 0.00% | – |
| Q4 2019 | $58,000 | +7.4% | 406 | 0.0% | 0.00% | – |
| Q3 2019 | $54,000 | -1.8% | 406 | 0.0% | 0.00% | – |
| Q2 2019 | $55,000 | -1.8% | 406 | 0.0% | 0.00% | – |
| Q1 2019 | $56,000 | -33.3% | 406 | -40.8% | 0.00% | – |
| Q4 2018 | $84,000 | -31.7% | 686 | -14.4% | 0.00% | – |
| Q3 2018 | $123,000 | -6.8% | 801 | -7.5% | 0.00% | – |
| Q2 2018 | $132,000 | -75.9% | 866 | -77.3% | 0.00% | – |
| Q1 2018 | $547,000 | -16.1% | 3,823 | -10.7% | 0.00% | – |
| Q4 2017 | $652,000 | +4.2% | 4,283 | +0.3% | 0.00% | – |
| Q3 2017 | $626,000 | +7.6% | 4,270 | +3.4% | 0.00% | – |
| Q2 2017 | $582,000 | +15.7% | 4,128 | +18.4% | 0.00% | – |
| Q1 2017 | $503,000 | +16.4% | 3,486 | +15.3% | 0.00% | – |
| Q4 2016 | $432,000 | -7.1% | 3,023 | -15.2% | 0.00% | – |
| Q3 2016 | $465,000 | +11.2% | 3,565 | +3.3% | 0.00% | – |
| Q2 2016 | $418,000 | +6.6% | 3,451 | +4.9% | 0.00% | – |
| Q1 2016 | $392,000 | -4.9% | 3,289 | -8.5% | 0.00% | – |
| Q4 2015 | $412,000 | -5.5% | 3,595 | -7.2% | 0.00% | – |
| Q3 2015 | $436,000 | -53.6% | 3,875 | -48.1% | 0.00% | – |
| Q2 2015 | $939,000 | – | 7,460 | – | 0.00% | – |
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% |