ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 95 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,480,285 | -0.8% | 241,028 | +3.5% | 9.27% | +3.6% |
Q2 2023 | $12,582,855 | +14.7% | 232,930 | +10.8% | 8.94% | +9.9% |
Q1 2023 | $10,970,984 | +7.0% | 210,305 | +6.8% | 8.14% | -0.3% |
Q4 2022 | $10,249,679 | +60.0% | 196,882 | +46.0% | 8.17% | +47.6% |
Q3 2022 | $6,408,000 | +770.7% | 134,811 | +822.0% | 5.53% | +837.5% |
Q2 2022 | $736,000 | – | 14,621 | – | 0.59% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
Matrix Trust Co | 182,751 | $9,514 | 2.41% |
Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |