ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $37,578,000 | -2.4% | 281 | 0.0% | 0.00% | – |
| Q2 2019 | $38,514,000 | -0.6% | 281 | 0.0% | 0.00% | – |
| Q1 2019 | $38,744,000 | +11.9% | 281 | 0.0% | 0.00% | – |
| Q4 2018 | $34,611,000 | -22.6% | 281 | -3.4% | 0.00% | – |
| Q3 2018 | $44,739,000 | +0.8% | 291 | 0.0% | 0.00% | – |
| Q2 2018 | $44,368,000 | +6.6% | 291 | 0.0% | 0.00% | – |
| Q1 2018 | $41,622,000 | -6.1% | 291 | 0.0% | 0.00% | – |
| Q4 2017 | $44,307,000 | +7.5% | 291 | +3.6% | 0.00% | – |
| Q3 2017 | $41,203,000 | +4.0% | 281 | 0.0% | 0.00% | – |
| Q2 2017 | $39,604,000 | -2.3% | 281 | 0.0% | 0.00% | – |
| Q1 2017 | $40,517,000 | +98722.0% | 281 | -3.1% | 0.00% | – |
| Q4 2016 | $41,000 | – | 290 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |