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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Matrix Trust Co | 183,470 | $9,230,000 | 2.55% |
| Viewpoint Capital Management LLC | 46,938 | $2,361,000 | 2.21% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 60,721 | $3,055,000 | 1.62% |
| Hyperion Capital Advisors LP | 27,400 | $1,378,000 | 0.64% |
| VAUGHAN & Co SECURITIES, INC. | 14,621 | $736,000 | 0.59% |
| PACIFIC SUN FINANCIAL CORP | 13,362 | $672,000 | 0.44% |
| Oak Asset Management, LLC | 16,702 | $840,000 | 0.40% |
| Courage Miller Partners, LLC | 16,702 | $840,000 | 0.40% |
| Surevest, LLC | 27,744 | $1,396,000 | 0.37% |
| Jackson Creek Investment Advisors LLC | 20,771 | $846,000 | 0.34% |