ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 97 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,739 | +15.4% | 13,412 | +20.4% | 0.00% | 0.0% |
| Q2 2023 | $601,836 | +10.0% | 11,139 | +6.2% | 0.00% | 0.0% |
| Q1 2023 | $547,024 | +2.6% | 10,490 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $532,987 | +17.7% | 10,228 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $453,000 | +1.6% | 9,522 | +7.3% | 0.00% | 0.0% |
| Q2 2022 | $446,000 | -51.5% | 8,878 | -7.5% | 0.00% | -50.0% |
| Q1 2022 | $919,000 | +57.1% | 9,594 | -2.5% | 0.00% | +100.0% |
| Q4 2021 | $585,000 | -7.1% | 9,842 | -11.3% | 0.00% | 0.0% |
| Q3 2021 | $630,000 | -12.6% | 11,099 | -9.6% | 0.00% | -50.0% |
| Q2 2021 | $721,000 | -27.2% | 12,271 | +109.3% | 0.00% | 0.0% |
| Q1 2021 | $991,000 | +36.7% | 5,863 | +14.0% | 0.00% | 0.0% |
| Q4 2020 | $725,000 | +2.4% | 5,145 | -23.0% | 0.00% | 0.0% |
| Q3 2020 | $708,000 | +7.6% | 6,678 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $658,000 | +10.6% | 6,346 | -53.1% | 0.00% | 0.0% |
| Q1 2020 | $595,000 | – | 13,544 | – | 0.00% | – |
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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% |