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 | $43,029 | -4.1% | 831 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44,891 | +3.6% | 831 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,351 | +0.2% | 831 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $43,262 | +10.9% | 831 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $39,000 | -7.1% | 831 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $42,000 | -14.3% | 831 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $49,000 | 0.0% | 831 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $49,000 | +4.3% | 831 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $47,000 | -4.1% | 831 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $49,000 | +4.3% | 831 | +200.0% | 0.02% | 0.0% |
| Q1 2021 | $47,000 | +20.5% | 277 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $39,000 | +34.5% | 277 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $29,000 | 0.0% | 277 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $29,000 | +11.5% | 277 | -10.6% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -42.2% | 310 | 0.0% | 0.01% | -27.8% |
| Q4 2019 | $45,000 | – | 310 | – | 0.02% | – |
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% |