ZACKS TRUST's ticker is and the CUSIP is 98888G105. A total of 16 filers reported holding ZACKS TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,428,314 | +255.4% | 975,430 | +215.0% | 0.30% | +188.6% |
| Q3 2022 | $6,593,000 | +1.6% | 309,677 | +6.6% | 0.10% | +6.1% |
| Q2 2022 | $6,491,000 | +15.1% | 290,554 | +31.7% | 0.10% | +26.9% |
| Q1 2022 | $5,640,000 | +17.6% | 220,594 | +23.9% | 0.08% | +16.4% |
| Q4 2021 | $4,794,000 | +249.4% | 178,027 | +210.6% | 0.07% | +204.5% |
| Q3 2021 | $1,372,000 | – | 57,325 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Menard Financial Group LLC | 649,535 | $15,600,727 | 22.55% |
| Wayfinding Financial, LLC | 349,285 | $8,383 | 6.34% |
| Accurate Wealth Management, LLC | 294,218 | $7,212,813 | 2.26% |
| CONTINENTAL INVESTORS SERVICES, INC. | 19,184 | $460,767 | 1.40% |
| LifePro Asset Management | 42,826 | $1,028,608 | 0.85% |
| Kowal Investment Group, LLC | 71,821 | $1,725,007 | 0.47% |
| ZACKS INVESTMENT MANAGEMENT | 975,430 | $23,428,314 | 0.30% |
| Castle Rock Wealth Management, LLC | 35,487 | $847,387 | 0.28% |
| Advisory Services Network, LLC | 238,689 | $5,732,904 | 0.15% |
| Avior Wealth Management, LLC | 78,159 | $1,877,248 | 0.13% |