ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 86 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,386,931 | -4.1% | 46,098 | 0.0% | 1.91% | -0.9% |
| Q2 2023 | $2,490,214 | +3.0% | 46,098 | -0.5% | 1.93% | -11.2% |
| Q1 2023 | $2,416,537 | +0.2% | 46,323 | 0.0% | 2.17% | -6.9% |
| Q4 2022 | $2,411,575 | +8.1% | 46,323 | -1.3% | 2.33% | +5.7% |
| Q3 2022 | $2,231,000 | -5.5% | 46,938 | 0.0% | 2.21% | -0.3% |
| Q2 2022 | $2,361,000 | -14.4% | 46,938 | 0.0% | 2.21% | +4.1% |
| Q1 2022 | $2,759,000 | -1.1% | 46,938 | 0.0% | 2.13% | +5.1% |
| Q4 2021 | $2,790,000 | – | 46,938 | – | 2.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atria Investments, Inc | 140,280 | $17,320,000 | 1.76% |
| Courage Miller Partners, LLC | 16,699 | $2,062,000 | 1.62% |
| Camarda Financial Advisors, LLC | 15,143 | $1,870,000 | 1.43% |
| M Holdings Securities, Inc. | 9,821 | $1,213,000 | 1.27% |
| ACG Wealth | 25,050 | $3,093,000 | 0.92% |
| Investors Capital Advisory Services | 18,575 | $2,293,000 | 0.49% |
| NEW ENGLAND SECURITIES CORP /MA/ | 18,038 | $2,228,000 | 0.43% |
| Advisors Preferred, LLC | 5,115 | $631,651,000 | 0.29% |
| Plante Moran Financial Advisors, LLC | 1,000 | $123,000 | 0.13% |
| B. Riley Wealth Advisors, Inc. | 3,490 | $431,000 | 0.13% |