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 | $294,263 | +31.3% | 5,683 | +37.0% | 0.00% | – |
| Q2 2023 | $224,075 | +46.9% | 4,148 | +41.9% | 0.00% | – |
| Q1 2023 | $152,537 | +214.4% | 2,924 | +213.7% | 0.00% | – |
| Q4 2022 | $48,520 | +27.7% | 932 | +17.7% | 0.00% | – |
| Q3 2022 | $38,000 | -9.5% | 792 | -5.4% | 0.00% | – |
| Q2 2022 | $42,000 | -31.1% | 837 | -19.3% | 0.00% | – |
| Q1 2022 | $61,000 | -10.3% | 1,037 | -9.8% | 0.00% | – |
| Q4 2021 | $68,000 | -15.0% | 1,150 | -18.3% | 0.00% | – |
| Q3 2021 | $80,000 | -24.5% | 1,407 | -21.7% | 0.00% | – |
| Q2 2021 | $106,000 | -3.6% | 1,798 | +175.8% | 0.00% | – |
| Q1 2021 | $110,000 | -12.7% | 652 | -27.1% | 0.00% | – |
| Q4 2020 | $126,000 | +38.5% | 894 | +4.7% | 0.00% | – |
| Q3 2020 | $91,000 | -75.3% | 854 | -75.9% | 0.00% | – |
| Q2 2020 | $368,000 | +27.8% | 3,545 | +4.9% | 0.00% | – |
| Q1 2020 | $288,000 | +42.6% | 3,378 | +140.3% | 0.00% | – |
| Q4 2019 | $202,000 | +12.2% | 1,406 | +4.4% | 0.00% | – |
| Q3 2019 | $180,000 | -0.6% | 1,347 | +1.8% | 0.00% | – |
| Q2 2019 | $181,000 | -0.5% | 1,323 | 0.0% | 0.00% | – |
| Q1 2019 | $182,000 | +5.2% | 1,323 | -5.9% | 0.00% | – |
| Q4 2018 | $173,000 | -25.4% | 1,406 | -6.6% | 0.00% | – |
| Q3 2018 | $232,000 | +31.1% | 1,506 | +29.6% | 0.00% | – |
| Q2 2018 | $177,000 | +27.3% | 1,162 | +19.2% | 0.00% | – |
| Q1 2018 | $139,000 | -12.0% | 975 | -6.2% | 0.00% | – |
| Q4 2017 | $158,000 | +10.5% | 1,040 | +6.7% | 0.00% | – |
| Q3 2017 | $143,000 | -18.3% | 975 | -21.6% | 0.00% | – |
| Q2 2017 | $175,000 | -1.7% | 1,243 | +0.9% | 0.00% | – |
| Q1 2017 | $178,000 | +93.5% | 1,232 | +91.3% | 0.00% | – |
| Q4 2016 | $92,000 | +33.3% | 644 | +22.7% | 0.00% | – |
| Q3 2016 | $69,000 | -8.0% | 525 | -15.7% | 0.00% | – |
| Q2 2016 | $75,000 | +7.1% | 623 | +5.4% | 0.00% | – |
| Q1 2016 | $70,000 | -40.7% | 591 | -42.7% | 0.00% | – |
| Q4 2015 | $118,000 | +15.7% | 1,031 | +13.8% | 0.00% | – |
| Q3 2015 | $102,000 | -2.9% | 906 | +8.5% | 0.00% | – |
| Q2 2015 | $105,000 | -34.8% | 835 | -32.0% | 0.00% | – |
| Q1 2015 | $161,000 | +5.2% | 1,228 | +3.2% | 0.00% | – |
| Q4 2014 | $153,000 | +13.3% | 1,190 | +5.2% | 0.00% | – |
| Q3 2014 | $135,000 | -34.1% | 1,131 | -29.5% | 0.00% | – |
| Q2 2014 | $205,000 | +8.5% | 1,604 | +5.1% | 0.00% | – |
| Q1 2014 | $189,000 | -1.6% | 1,526 | -4.4% | 0.00% | – |
| Q4 2013 | $192,000 | +12.3% | 1,597 | +2.1% | 0.00% | – |
| Q3 2013 | $171,000 | +11.0% | 1,564 | +4.8% | 0.00% | – |
| Q2 2013 | $154,000 | – | 1,493 | – | 0.00% | – |
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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% |