Rise Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 93 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rise Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,726
-4.1%
6320.0%0.03%0.0%
Q2 2023$34,142
+4.1%
632
+0.5%
0.03%
+4.0%
Q1 2023$32,805
+0.8%
629
+0.6%
0.02%
-3.8%
Q4 2022$32,547
+8.5%
625
+0.6%
0.03%
+4.0%
Q3 2022$30,000
-3.2%
621
+0.6%
0.02%
-19.4%
Q2 2022$31,000
-13.9%
617
+0.5%
0.03%
-3.1%
Q1 2022$36,000
-99.9%
614
+0.3%
0.03%
-8.6%
Q4 2021$36,382,0006120.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 210,305$10,970,9848.14%
Matrix Trust Co 185,643$9,6842.61%
Viewpoint Capital Management LLC 46,323$2,416,5372.17%
EisnerAmper Wealth Management Corporate Benefits, LLC 55,510$2,8961.40%
Hyperion Capital Advisors LP 27,400$1,429,3790.69%
Jackson Creek Investment Advisors LLC 21,050$8660.36%
SevenOneSeven Capital Management 2,800$138,7580.31%
Courage Miller Partners, LLC 11,785$614,7890.26%
Towerpoint Wealth, LLC 8,534$445,1940.26%
Rodgers & Associates, LTD 30,422$1,587,0280.25%
View complete list of ISHARES TR shareholders