TD AMERITRADE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TD AMERITRADE INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
Q2 2023$8
-11.1%
150
-10.2%
0.00%
Q1 2023$90.0%167
-8.2%
0.00%
Q4 2022$9
-100.0%
182
-92.8%
0.00%
-100.0%
Q3 2022$119,000
-6.3%
2,5140.0%0.00%0.0%
Q2 2022$127,000
-22.6%
2,514
-9.7%
0.00%0.0%
Q1 2022$164,000
-1.2%
2,7850.0%0.00%0.0%
Q4 2021$166,000
+55.1%
2,785
+176.0%
0.00%0.0%
Q3 2021$107,000
+723.1%
1,009
+367.1%
0.00%
Q2 2021$13,000
-90.4%
216
-77.6%
0.00%
-100.0%
Q1 2021$135,0000.0%9630.0%0.00%0.0%
Q4 2020$135,000
+26.2%
963
-4.6%
0.00%0.0%
Q3 2020$107,000
+2.9%
1,009
+1.1%
0.00%0.0%
Q2 2020$104,000
-56.8%
998
-64.6%
0.00%
-50.0%
Q1 2020$241,000
-21.8%
2,821
+31.6%
0.00%0.0%
Q4 2019$308,000
+15.8%
2,143
+7.7%
0.00%0.0%
Q3 2019$266,000
-2.9%
1,990
-0.5%
0.00%0.0%
Q2 2019$274,000
+29.2%
2,001
+30.2%
0.00%0.0%
Q1 2019$212,000
+5200.0%
1,537
+5811.5%
0.00%
Q2 2017$4,000
-33.3%
26
-33.3%
0.00%
Q1 2017$6,0000.0%390.0%0.00%
Q4 2016$6,000
+20.0%
390.0%0.00%
Q3 2016$5,0000.0%390.0%0.00%
Q2 2016$5,000
+66.7%
39
+56.0%
0.00%
Q1 2016$3,0000.0%250.0%0.00%
Q4 2015$3,0000.0%250.0%0.00%
Q3 2015$3,0000.0%250.0%0.00%
Q2 2015$3,0000.0%250.0%0.00%
Q1 2015$3,0000.0%250.0%0.00%
Q4 2014$3,0000.0%250.0%0.00%
Q3 2014$3,0000.0%250.0%0.00%
Q2 2014$3,0000.0%25
-3.8%
0.00%
Q1 2014$3,0000.0%260.0%0.00%
Q4 2013$3,0000.0%260.0%0.00%
Q3 2013$3,000260.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 183,470$9,230,0002.55%
Viewpoint Capital Management LLC 46,938$2,361,0002.21%
EisnerAmper Wealth Management Corporate Benefits, LLC 60,721$3,055,0001.62%
Hyperion Capital Advisors LP 27,400$1,378,0000.64%
VAUGHAN & Co SECURITIES, INC. 14,621$736,0000.59%
PACIFIC SUN FINANCIAL CORP 13,362$672,0000.44%
Oak Asset Management, LLC 16,702$840,0000.40%
Courage Miller Partners, LLC 16,702$840,0000.40%
Surevest, LLC 27,744$1,396,0000.37%
Jackson Creek Investment Advisors LLC 20,771$846,0000.34%
View complete list of ISHARES TR shareholders