ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 99 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,750 | -4.5% | 1,405 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $76,168 | -22.0% | 1,410 | -24.7% | 0.01% | -23.1% |
| Q1 2023 | $97,657 | +100577.3% | 1,872 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $97 | -99.9% | 1,872 | -25.0% | 0.01% | -26.3% |
| Q3 2022 | $119,000 | -5.6% | 2,497 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $126,000 | – | 2,497 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 241,028 | $12,480,285 | 9.27% |
| Matrix Trust Co | 193,110 | $9,999 | 2.61% |
| Viewpoint Capital Management LLC | 46,098 | $2,386,931 | 1.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,731 | $2,886 | 1.29% |
| Hyperion Capital Advisors LP | 27,400 | $1,418,758 | 0.78% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,304 | $740,679 | 0.68% |
| Jackson Creek Investment Advisors LLC | 21,485 | $867 | 0.37% |
| SevenOneSeven Capital Management | 2,800 | $139,860 | 0.32% |
| Merriman Wealth Management, LLC | 98,273 | $5,103,587 | 0.26% |
| Courage Miller Partners, LLC | 11,755 | $608,668 | 0.25% |