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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,004 | +4.1% | 222 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $11,534 | +0.8% | 221 | +0.5% | 0.02% | -10.0% |
| Q4 2022 | $11,444 | +14.4% | 220 | +0.9% | 0.02% | +11.1% |
| Q3 2022 | $10,000 | -9.1% | 218 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 217 | +0.5% | 0.02% | -5.3% |
| Q1 2022 | $13,000 | 0.0% | 216 | +0.5% | 0.02% | +11.8% |
| Q4 2021 | $13,000 | +8.3% | 215 | +0.5% | 0.02% | +6.2% |
| Q3 2021 | $12,000 | 0.0% | 214 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 213 | +200.0% | 0.02% | -5.9% |
| Q1 2021 | $12,000 | +20.0% | 71 | +1.4% | 0.02% | +13.3% |
| Q4 2020 | $10,000 | – | 70 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |