SevenOneSeven Capital Management - 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
SevenOneSeven Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$139,860
-11.0%
2,8000.0%0.32%
-7.9%
Q2 2023$157,108
+13.2%
2,8000.0%0.35%
+12.8%
Q1 2023$138,758
-4.8%
2,8000.0%0.31%
-0.3%
Q4 2022$145,768
+9.6%
2,8000.0%0.31%
+1.0%
Q3 2022$133,0002,8000.31%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 196,882$10,249,6798.17%
Ipsen Advisor Group LLC 70,529$3,671,7484.23%
Matrix Trust Co 182,751$9,5142.41%
Viewpoint Capital Management LLC 46,323$2,411,5752.33%
EisnerAmper Wealth Management Corporate Benefits, LLC 59,776$3,1121.59%
PANORAMIC INVESTMENT ADVISORS, LLC 14,170$737,6910.76%
Hyperion Capital Advisors LP 27,400$1,426,4440.70%
PACIFIC SUN FINANCIAL CORP 13,212$687,8170.48%
Jackson Creek Investment Advisors LLC 21,063$8340.37%
Perennial Investment Advisors, LLC 17,439$907,8690.37%
View complete list of ISHARES TR shareholders