ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 99 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,619,870 | -5.6% | 31,284 | -1.5% | 0.24% | -1.2% |
| Q2 2023 | $1,716,269 | +8.1% | 31,771 | +4.4% | 0.25% | +0.8% |
| Q1 2023 | $1,587,028 | -5.2% | 30,422 | -5.4% | 0.25% | -10.5% |
| Q4 2022 | $1,674,198 | +8.1% | 32,159 | -1.3% | 0.28% | 0.0% |
| Q3 2022 | $1,549,000 | -6.2% | 32,582 | -0.8% | 0.28% | -2.8% |
| Q2 2022 | $1,652,000 | -17.3% | 32,837 | -3.4% | 0.28% | -7.5% |
| Q1 2022 | $1,998,000 | -3.1% | 33,992 | -2.0% | 0.31% | -1.6% |
| Q4 2021 | $2,061,000 | +4.5% | 34,672 | -0.1% | 0.31% | -3.1% |
| Q3 2021 | $1,973,000 | -4.9% | 34,698 | -1.7% | 0.32% | -3.9% |
| Q2 2021 | $2,074,000 | +0.3% | 35,285 | +187.9% | 0.33% | -5.1% |
| Q1 2021 | $2,068,000 | +6.7% | 12,257 | -10.9% | 0.35% | -0.8% |
| Q4 2020 | $1,939,000 | – | 13,762 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |