ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 93 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,652 | -9.8% | 3,809 | -6.6% | 0.02% | -11.8% |
| Q2 2023 | $220,185 | -7.1% | 4,076 | -10.3% | 0.02% | -5.6% |
| Q1 2023 | $237,047 | -6.8% | 4,544 | -7.0% | 0.02% | -14.3% |
| Q4 2022 | $254,469 | +6.9% | 4,888 | -2.5% | 0.02% | -8.7% |
| Q3 2022 | $238,000 | -19.3% | 5,012 | -14.6% | 0.02% | -8.0% |
| Q2 2022 | $295,000 | -10.6% | 5,870 | +4.6% | 0.02% | +4.2% |
| Q1 2022 | $330,000 | -4.6% | 5,612 | -3.7% | 0.02% | +20.0% |
| Q4 2021 | $346,000 | +3.0% | 5,826 | -1.3% | 0.02% | -4.8% |
| Q3 2021 | $336,000 | -3.2% | 5,904 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $347,000 | +6.4% | 5,904 | +205.4% | 0.02% | -4.3% |
| Q1 2021 | $326,000 | +13.2% | 1,933 | -5.4% | 0.02% | +4.5% |
| Q4 2020 | $288,000 | +41.2% | 2,044 | +6.5% | 0.02% | +22.2% |
| Q3 2020 | $204,000 | +10.3% | 1,919 | +7.8% | 0.02% | 0.0% |
| Q2 2020 | $185,000 | +44.5% | 1,780 | +18.6% | 0.02% | +28.6% |
| Q1 2020 | $128,000 | -34.7% | 1,501 | +10.0% | 0.01% | -26.3% |
| Q4 2019 | $196,000 | +625.9% | 1,365 | +575.7% | 0.02% | +171.4% |
| Q3 2019 | $27,000 | -86.2% | 202 | -85.8% | 0.01% | -65.0% |
| Q2 2019 | $195,000 | +1.6% | 1,426 | +2.3% | 0.02% | 0.0% |
| Q1 2019 | $192,000 | +4.9% | 1,394 | -6.3% | 0.02% | -9.1% |
| Q4 2018 | $183,000 | – | 1,487 | – | 0.02% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |