ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 86 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $685,580 | -0.3% | 13,142 | -0.5% | 0.46% | -5.6% |
| Q4 2022 | $687,817 | +8.3% | 13,212 | -1.1% | 0.48% | +8.7% |
| Q3 2022 | $635,000 | -5.5% | 13,362 | 0.0% | 0.45% | +0.7% |
| Q2 2022 | $672,000 | -17.6% | 13,362 | -3.8% | 0.44% | -0.9% |
| Q1 2022 | $816,000 | -1.9% | 13,887 | -0.9% | 0.45% | +0.7% |
| Q4 2021 | $832,000 | +0.8% | 14,007 | -3.4% | 0.44% | -6.3% |
| Q3 2021 | $825,000 | +43.7% | 14,505 | +168.1% | 0.47% | -1.0% |
| Q3 2020 | $574,000 | -14.2% | 5,410 | -16.1% | 0.48% | -20.6% |
| Q2 2020 | $669,000 | +25.3% | 6,450 | +3.1% | 0.60% | -1.6% |
| Q1 2020 | $534,000 | -41.5% | 6,255 | -1.6% | 0.61% | -23.9% |
| Q4 2019 | $913,000 | +1.1% | 6,355 | -5.9% | 0.80% | -5.5% |
| Q3 2019 | $903,000 | -2.8% | 6,755 | -0.3% | 0.85% | -4.1% |
| Q2 2019 | $929,000 | -2.4% | 6,775 | +11.2% | 0.89% | -9.5% |
| Q2 2018 | $952,000 | +11.1% | 6,090 | +1.7% | 0.98% | -13.3% |
| Q1 2018 | $857,000 | – | 5,990 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Camarda Financial Advisors, LLC | 28,443 | $3,392,000 | 2.11% |
| Ausdal Financial Partners, Inc. | 21,639 | $2,580,000 | 1.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 12,570 | $1,499,000 | 1.42% |
| Courage Miller Partners, LLC | 13,875 | $1,655,000 | 1.16% |
| M Holdings Securities, Inc. | 9,534 | $1,137,000 | 0.70% |
| Chicago Partners Investment Group LLC | 11,201 | $1,336,000 | 0.69% |
| OLD NATIONAL BANCORP /IN/ | 70,000 | $8,348,000 | 0.49% |
| ACG Wealth | 11,849 | $1,413,000 | 0.32% |
| Atria Investments, Inc | 17,195 | $2,051,000 | 0.23% |
| B. Riley Wealth Advisors, Inc. | 6,288 | $750,000 | 0.17% |