ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 67 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $21,000 | +5.0% | 357 | 0.0% | 0.00% | – |
| Q3 2021 | $20,000 | -9.1% | 357 | -3.3% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 369 | +200.0% | 0.00% | – |
| Q1 2021 | $21,000 | +23.5% | 123 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | +30.8% | 123 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 123 | 0.0% | 0.00% | – |
| Q2 2020 | $13,000 | 0.0% | 123 | -18.0% | 0.00% | – |
| Q1 2020 | $13,000 | -40.9% | 150 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | +10.0% | 150 | 0.0% | 0.00% | – |
| Q3 2019 | $20,000 | -4.8% | 150 | 0.0% | 0.00% | – |
| Q2 2019 | $21,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2019 | $21,000 | +16.7% | 150 | 0.0% | 0.00% | – |
| Q4 2018 | $18,000 | -28.0% | 150 | -9.1% | 0.00% | – |
| Q3 2018 | $25,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2018 | $25,000 | +4.2% | 165 | 0.0% | 0.00% | – |
| Q1 2018 | $24,000 | +4.3% | 165 | +10.0% | 0.00% | – |
| Q4 2017 | $23,000 | -4.2% | 150 | -8.0% | 0.00% | – |
| Q3 2017 | $24,000 | +4.3% | 163 | 0.0% | 0.00% | – |
| Q2 2017 | $23,000 | +9.5% | 163 | +11.6% | 0.00% | – |
| Q1 2017 | $21,000 | +23.5% | 146 | +22.7% | 0.00% | – |
| Q4 2016 | $17,000 | +6.2% | 119 | 0.0% | 0.00% | – |
| Q3 2016 | $16,000 | +14.3% | 119 | 0.0% | 0.00% | – |
| Q2 2016 | $14,000 | -33.3% | 119 | -32.4% | 0.00% | – |
| Q1 2016 | $21,000 | +50.0% | 176 | +47.9% | 0.00% | – |
| Q4 2015 | $14,000 | -76.7% | 119 | -73.8% | 0.00% | – |
| Q1 2015 | $60,000 | – | 455 | – | 0.00% | – |
Download | ||||||
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% |