DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 111 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$265,739
+10.8%
4,621
-4.5%
0.02%
-4.5%
Q3 2023$239,749
+8.4%
4,838
+25.1%
0.02%
+10.0%
Q2 2023$221,2213,8680.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 262,778$15,217,5029.60%
Matrix Trust Co 190,476$11,0302.49%
Viewpoint Capital Management LLC 46,128$2,671,2721.64%
MB Generational Wealth, LLC 23,415$1,355,9631.05%
Steele Capital Management, Inc. 190,476$11,030,4780.62%
PACIFIC SUN FINANCIAL CORP 11,812$684,0330.40%
Prosperity Consulting Group, LLC 48,297$2,796,8790.38%
Rodgers & Associates, LTD 31,616$1,830,8830.24%
Courage Miller Partners, LLC 10,480$606,8970.22%
Merriman Wealth Management, LLC 79,150$4,583,6040.20%
View complete list of ISHARES TR shareholders