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 | $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 | $7,104,000 | – | 51,831 | – | 1.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Camarda Financial Advisors, LLC | 28,443 | $3,392,000 | 2.11% |
| Ausdal Financial Partners, Inc. | 21,639 | $2,580,000 | 1.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 12,570 | $1,499,000 | 1.42% |
| Courage Miller Partners, LLC | 13,875 | $1,655,000 | 1.16% |
| M Holdings Securities, Inc. | 9,534 | $1,137,000 | 0.70% |
| Chicago Partners Investment Group LLC | 11,201 | $1,336,000 | 0.69% |
| OLD NATIONAL BANCORP /IN/ | 70,000 | $8,348,000 | 0.49% |
| ACG Wealth | 11,849 | $1,413,000 | 0.32% |
| Atria Investments, Inc | 17,195 | $2,051,000 | 0.23% |
| B. Riley Wealth Advisors, Inc. | 6,288 | $750,000 | 0.17% |