ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,040,987 | -6.4% | 20,104 | -2.3% | 0.05% | -8.6% |
| Q2 2023 | $1,112,012 | +231.0% | 20,585 | +778.9% | 0.06% | +45.0% |
| Q4 2019 | $336,000 | +34.9% | 2,342 | +26.0% | 0.04% | +17.6% |
| Q3 2019 | $249,000 | +39.9% | 1,859 | +45.8% | 0.03% | -29.2% |
| Q1 2018 | $178,000 | -9.2% | 1,275 | +0.2% | 0.05% | -7.7% |
| Q4 2017 | $196,000 | +133.3% | 1,272 | +122.4% | 0.05% | +44.4% |
| Q3 2017 | $84,000 | +121.1% | 572 | -4.8% | 0.04% | +100.0% |
| Q2 2017 | $38,000 | +1166.7% | 601 | +2905.0% | 0.02% | +800.0% |
| Q1 2017 | $3,000 | -95.9% | 20 | -96.1% | 0.00% | -96.4% |
| Q4 2016 | $74,000 | – | 516 | – | 0.06% | – |
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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% |