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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,000 | -28.6% | 38 | -20.8% | 0.00% | – |
| Q3 2018 | $7,000 | -12.5% | 48 | -7.7% | 0.00% | – |
| Q2 2018 | $8,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q4 2017 | $8,000 | -76.5% | 52 | -77.9% | 0.00% | -100.0% |
| Q3 2017 | $34,000 | +100.0% | 235 | +92.6% | 0.00% | 0.0% |
| Q2 2017 | $17,000 | -45.2% | 122 | -42.5% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | 0.0% | 212 | -3.6% | 0.00% | 0.0% |
| Q4 2016 | $31,000 | +6.9% | 220 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $29,000 | -12.1% | 220 | -18.2% | 0.00% | 0.0% |
| Q2 2016 | $33,000 | +43.5% | 269 | +32.5% | 0.00% | 0.0% |
| Q4 2015 | $23,000 | – | 203 | – | 0.00% | – |
Download | ||||||
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% |