ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 98 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $546,207 | -5.4% | 9,432 | 0.0% | 0.01% | -12.5% |
| Q1 2024 | $577,238 | +3.4% | 9,432 | 0.0% | 0.02% | -5.9% |
| Q4 2023 | $558,469 | +14.4% | 9,432 | 0.0% | 0.02% | +6.2% |
| Q3 2023 | $488,384 | -4.1% | 9,432 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $509,517 | +3.6% | 9,432 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $492,040 | +0.6% | 9,432 | +0.4% | 0.02% | -10.0% |
| Q4 2022 | $489,311 | – | 9,399 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |