ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 97 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Camarda Financial Advisors, LLC | 28,443 | $3,392,000 | 2.11% |
| Ausdal Financial Partners, Inc. | 21,639 | $2,580,000 | 1.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 12,570 | $1,499,000 | 1.42% |
| Courage Miller Partners, LLC | 13,875 | $1,655,000 | 1.16% |
| M Holdings Securities, Inc. | 9,534 | $1,137,000 | 0.70% |
| Chicago Partners Investment Group LLC | 11,201 | $1,336,000 | 0.69% |
| OLD NATIONAL BANCORP /IN/ | 70,000 | $8,348,000 | 0.49% |
| ACG Wealth | 11,849 | $1,413,000 | 0.32% |
| Atria Investments, Inc | 17,195 | $2,051,000 | 0.23% |
| B. Riley Wealth Advisors, Inc. | 6,288 | $750,000 | 0.17% |