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 ↓
SEARCY FINANCIAL SERVICES INC /ADV 376,086$18,669,0008.36%
SHELTON WEALTH MANAGEMENT, LLC 51,966$2,580,0002.03%
Matrix Trust Co 150,074$7,450,0001.81%
Integrity Financial Corp /WA 26,024$1,292,0000.96%
BEAM WEALTH ADVISORS, INC. 12,622$627,0000.72%
Aspire Wealth Management Corp 13,949$692,0000.56%
CREATIVE FINANCIAL DESIGNS INC /ADV 70,803$3,515,0000.53%
Monterey Private Wealth, Inc. 20,574$1,021,0000.51%
Armbruster Capital Management, Inc. 40,676$2,019,0000.46%
Courage Miller Partners, LLC 20,367$1,011,0000.38%
View complete list of ISHARES TR shareholders