Realta Investment Advisors - ISHARES TR ownership

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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$24,309
+3.8%
4500.0%0.01%
-16.7%
Q4 2022$23,427
+11.6%
4500.0%0.01%0.0%
Q3 2022$21,000
-40.0%
450
+80.0%
0.01%
-40.0%
Q4 2019$35,000
-35.2%
250
-37.5%
0.01%
-33.3%
Q3 2019$54,0004000.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 183,470$9,230,0002.55%
Viewpoint Capital Management LLC 46,938$2,361,0002.21%
EisnerAmper Wealth Management Corporate Benefits, LLC 60,721$3,055,0001.62%
Hyperion Capital Advisors LP 27,400$1,378,0000.64%
VAUGHAN & Co SECURITIES, INC. 14,621$736,0000.59%
PACIFIC SUN FINANCIAL CORP 13,362$672,0000.44%
Oak Asset Management, LLC 16,702$840,0000.40%
Courage Miller Partners, LLC 16,702$840,0000.40%
Surevest, LLC 27,744$1,396,0000.37%
Jackson Creek Investment Advisors LLC 20,771$846,0000.34%
View complete list of ISHARES TR shareholders