VAUGHAN & Co SECURITIES, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders