VAUGHAN & Co SECURITIES, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
VAUGHAN & Co SECURITIES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$979,775
-6.4%
25,2780.0%0.73%
-2.2%
Q2 2023$1,046,762
+0.7%
25,278
-5.2%
0.74%
-3.5%
Q1 2023$1,039,580
+8.4%
26,668
+0.2%
0.77%
+0.9%
Q4 2022$959,45726,6220.76%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders