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 | $823,379 | -17.0% | 15,901 | -13.4% | 0.01% | -10.0% |
| Q2 2023 | $991,734 | +3.6% | 18,358 | +0.0% | 0.01% | -9.1% |
| Q1 2023 | $957,232 | +0.3% | 18,349 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $954,715 | +9.6% | 18,338 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $871,000 | -10.0% | 18,327 | -4.8% | 0.01% | -8.3% |
| Q2 2022 | $968,000 | -13.9% | 19,248 | +0.7% | 0.01% | 0.0% |
| Q1 2022 | $1,124,000 | -1.1% | 19,118 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,136,000 | -7.0% | 19,118 | -11.0% | 0.01% | -14.3% |
| Q3 2021 | $1,221,000 | -2.8% | 21,473 | +0.5% | 0.01% | -6.7% |
| Q2 2021 | $1,256,000 | -20.1% | 21,373 | +129.6% | 0.02% | -25.0% |
| Q1 2021 | $1,571,000 | +6.9% | 9,310 | -10.7% | 0.02% | -9.1% |
| Q4 2020 | $1,469,000 | – | 10,426 | – | 0.02% | – |
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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% |