ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 127,609 | $15,718,000 | 2.76% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 15,083 | $1,858,000 | 1.60% |
| Chicago Partners Investment Group LLC | 29,596 | $3,929,000 | 0.58% |
| Courage Miller Partners, LLC | 7,819 | $963,000 | 0.57% |
| Towerpoint Wealth, LLC | 4,177 | $514,000 | 0.41% |
| M Holdings Securities, Inc. | 7,929 | $977,000 | 0.30% |
| Family Legacy, Inc. | 2,145 | $264,000 | 0.24% |
| Camarda Financial Advisors, LLC | 1,551 | $191,000 | 0.23% |
| Intelligence Driven Advisers, LLC | 2,780 | $342,000 | 0.22% |
| Tower Research Capital LLC (TRC) | 22,787 | $2,807,000 | 0.20% |