Matrix Trust Co - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 80 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Matrix Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,999
-1.7%
193,110
+2.5%
2.61%
-0.5%
Q2 2023$10,174
+5.1%
188,332
+1.4%
2.62%
+0.6%
Q1 2023$9,684
+1.8%
185,643
+1.6%
2.61%
+8.3%
Q4 2022$9,514
-99.9%
182,751
+0.6%
2.41%
-2.2%
Q3 2022$8,633,000
-6.5%
181,626
-1.0%
2.46%
-3.5%
Q2 2022$9,230,000
-15.8%
183,470
-1.7%
2.55%
-5.9%
Q1 2022$10,965,000
-3.0%
186,577
-1.9%
2.71%
-1.1%
Q4 2021$11,299,000
+5.1%
190,111
+0.5%
2.74%
-0.4%
Q3 2021$10,751,000
+32.7%
189,100
+37.2%
2.75%
+29.9%
Q2 2021$8,100,000
+1.5%
137,810
+191.5%
2.12%
-2.8%
Q1 2021$7,979,000
+18.0%
47,284
-1.5%
2.18%
+14.6%
Q4 2020$6,763,000
+30.9%
48,007
-1.4%
1.90%
+25.4%
Q3 2020$5,165,000
+2.9%
48,689
+0.7%
1.52%
+18.6%
Q2 2020$5,020,000
+12.8%
48,371
-7.3%
1.28%
+6.3%
Q1 2020$4,452,000
-41.0%
52,154
-0.7%
1.20%
-25.2%
Q4 2019$7,544,000
+8.7%
52,530
+1.2%
1.61%
+4.2%
Q3 2019$6,943,000
-2.3%
51,918
+0.2%
1.54%
-13.5%
Q2 2019$7,104,00051,8311.78%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Atria Investments, Inc 140,280$17,320,0001.76%
Courage Miller Partners, LLC 16,699$2,062,0001.62%
Camarda Financial Advisors, LLC 15,143$1,870,0001.43%
M Holdings Securities, Inc. 9,821$1,213,0001.27%
ACG Wealth 25,050$3,093,0000.92%
Investors Capital Advisory Services 18,575$2,293,0000.49%
NEW ENGLAND SECURITIES CORP /MA/ 18,038$2,228,0000.43%
Advisors Preferred, LLC 5,115$631,651,0000.29%
Plante Moran Financial Advisors, LLC 1,000$123,0000.13%
B. Riley Wealth Advisors, Inc. 3,490$431,0000.13%
View complete list of ISHARES TR shareholders