ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 71 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $259,363 | -6.5% | 4,478 | -1.1% | 0.00% | – |
Q1 2024 | $277,281 | +72.2% | 4,530 | +66.5% | 0.00% | – |
Q4 2023 | $161,048 | +62.1% | 2,720 | +41.7% | 0.00% | – |
Q3 2023 | $99,362 | +154.7% | 1,919 | +165.8% | 0.00% | – |
Q2 2023 | $39,017 | -70.0% | 722 | -71.0% | 0.00% | – |
Q1 2023 | $130,000 | +98.2% | 2,492 | +97.8% | 0.00% | – |
Q4 2022 | $65,596 | +9.3% | 1,260 | -0.1% | 0.00% | – |
Q3 2022 | $60,000 | -11.8% | 1,261 | -7.2% | 0.00% | – |
Q2 2022 | $68,000 | -1.4% | 1,359 | +16.2% | 0.00% | – |
Q1 2022 | $69,000 | -34.3% | 1,170 | -33.9% | 0.00% | – |
Q4 2021 | $105,000 | +8.2% | 1,770 | +3.5% | 0.00% | – |
Q3 2021 | $97,000 | +49.2% | 1,710 | +54.1% | 0.00% | – |
Q2 2021 | $65,000 | -13.3% | 1,110 | +148.9% | 0.00% | – |
Q1 2021 | $75,000 | +19.0% | 446 | -0.7% | 0.00% | – |
Q4 2020 | $63,000 | +28.6% | 449 | -3.6% | 0.00% | – |
Q3 2020 | $49,000 | +11.4% | 466 | +8.6% | 0.00% | – |
Q2 2020 | $44,000 | -27.9% | 429 | -40.2% | 0.00% | – |
Q1 2020 | $61,000 | -71.5% | 717 | -51.8% | 0.00% | – |
Q4 2019 | $214,000 | +10.3% | 1,487 | +2.2% | 0.00% | – |
Q3 2019 | $194,000 | -4.4% | 1,455 | -1.8% | 0.00% | – |
Q2 2019 | $203,000 | -3.3% | 1,481 | -2.8% | 0.00% | – |
Q1 2019 | $210,000 | +5.0% | 1,523 | -6.2% | 0.00% | – |
Q4 2018 | $200,000 | -15.3% | 1,623 | +5.5% | 0.00% | – |
Q3 2018 | $236,000 | -0.8% | 1,539 | -1.6% | 0.00% | – |
Q2 2018 | $238,000 | +5.3% | 1,564 | -0.9% | 0.00% | – |
Q1 2018 | $226,000 | – | 1,578 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
Matrix Trust Co | 190,476 | $11,030 | 2.49% |
Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |