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 | $336,049 | -7.2% | 6,490 | -3.2% | 0.00% | -33.3% |
| Q2 2023 | $362,042 | -18.4% | 6,702 | -21.2% | 0.00% | 0.0% |
| Q1 2023 | $443,942 | +2.1% | 8,510 | +1.9% | 0.00% | -25.0% |
| Q4 2022 | $434,961 | +2.8% | 8,355 | -6.1% | 0.00% | -20.0% |
| Q3 2022 | $423,000 | -9.0% | 8,895 | -3.9% | 0.01% | -16.7% |
| Q2 2022 | $465,000 | +120.4% | 9,254 | +471.2% | 0.01% | -25.0% |
| Q3 2016 | $211,000 | – | 1,620 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |