ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 85 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,536 | -4.1% | 7,697 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $415,780 | -3.3% | 7,697 | -6.6% | 0.01% | -11.1% |
| Q1 2023 | $430,009 | +0.2% | 8,243 | +0.0% | 0.01% | -10.0% |
| Q4 2022 | $428,955 | +12.9% | 8,240 | +2.9% | 0.01% | +11.1% |
| Q3 2022 | $380,000 | -24.5% | 8,005 | -20.0% | 0.01% | -25.0% |
| Q2 2022 | $503,000 | +7.0% | 10,003 | +25.1% | 0.01% | +20.0% |
| Q1 2022 | $470,000 | -1.1% | 7,999 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $475,000 | +4.6% | 7,994 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $454,000 | -3.2% | 7,990 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $469,000 | +4.9% | 7,987 | +201.4% | 0.01% | -9.1% |
| Q1 2021 | $447,000 | +15.2% | 2,650 | -3.7% | 0.01% | +10.0% |
| Q4 2020 | $388,000 | +32.9% | 2,752 | +0.0% | 0.01% | +11.1% |
| Q3 2020 | $292,000 | +6.6% | 2,751 | +4.1% | 0.01% | 0.0% |
| Q2 2020 | $274,000 | +10.9% | 2,643 | +53.5% | 0.01% | +12.5% |
| Q4 2019 | $247,000 | +7.4% | 1,722 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $230,000 | -25.1% | 1,722 | -14.5% | 0.01% | -11.1% |
| Q4 2017 | $307,000 | – | 2,014 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 241,028 | $12,480,285 | 9.27% |
| Matrix Trust Co | 193,110 | $9,999 | 2.61% |
| Viewpoint Capital Management LLC | 46,098 | $2,386,931 | 1.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,731 | $2,886 | 1.29% |
| Hyperion Capital Advisors LP | 27,400 | $1,418,758 | 0.78% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,304 | $740,679 | 0.68% |
| Jackson Creek Investment Advisors LLC | 21,485 | $867 | 0.37% |
| SevenOneSeven Capital Management | 2,800 | $139,860 | 0.32% |
| Merriman Wealth Management, LLC | 98,273 | $5,103,587 | 0.26% |
| Courage Miller Partners, LLC | 11,755 | $608,668 | 0.25% |