ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 98 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,345 | +123.4% | 524 | +136.0% | 0.00% | – |
| Q1 2024 | $13,586 | +3.4% | 222 | 0.0% | 0.00% | – |
| Q4 2023 | $13,145 | +14.4% | 222 | 0.0% | 0.00% | – |
| Q3 2023 | $11,495 | -4.1% | 222 | 0.0% | 0.00% | – |
| Q2 2023 | $11,992 | +3.5% | 222 | 0.0% | 0.00% | – |
| Q1 2023 | $11,581 | +0.2% | 222 | 0.0% | 0.00% | – |
| Q4 2022 | $11,557 | +5.1% | 222 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 222 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | -100.0% | 222 | -72.5% | 0.00% | -100.0% |
| Q1 2021 | $136,350,000 | +13634900.0% | 808 | +13366.7% | 0.00% | – |
| Q2 2020 | $1,000 | – | 6 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 6 | -99.2% | 0.00% | -100.0% |
| Q4 2019 | $105,000 | -20.5% | 734 | -25.7% | 0.00% | -25.0% |
| Q3 2019 | $132,000 | – | 988 | +16366.7% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 6 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 6 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 6 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |