ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 97 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,980 | -4.1% | 270 | 0.0% | 0.00% | – |
| Q2 2023 | $14,585 | +3.5% | 270 | 0.0% | 0.00% | – |
| Q1 2023 | $14,085 | +0.2% | 270 | 0.0% | 0.00% | – |
| Q4 2022 | $14,056 | +8.1% | 270 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 270 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -12.5% | 270 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | 0.0% | 270 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | +6.7% | 270 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | -6.2% | 270 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | – | 270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 183,470 | $9,230,000 | 2.55% |
| Viewpoint Capital Management LLC | 46,938 | $2,361,000 | 2.21% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 60,721 | $3,055,000 | 1.62% |
| Hyperion Capital Advisors LP | 27,400 | $1,378,000 | 0.64% |
| VAUGHAN & Co SECURITIES, INC. | 14,621 | $736,000 | 0.59% |
| PACIFIC SUN FINANCIAL CORP | 13,362 | $672,000 | 0.44% |
| Oak Asset Management, LLC | 16,702 | $840,000 | 0.40% |
| Courage Miller Partners, LLC | 16,702 | $840,000 | 0.40% |
| Surevest, LLC | 27,744 | $1,396,000 | 0.37% |
| Jackson Creek Investment Advisors LLC | 20,771 | $846,000 | 0.34% |