ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 14,310 | $2,063,000 | 1.79% |
| Ausdal Financial Partners, Inc. | 23,299 | $3,359,000 | 1.51% |
| Courage Miller Partners, LLC | 8,762 | $1,263,000 | 0.87% |
| Camarda Financial Advisors, LLC | 6,061 | $874,000 | 0.85% |
| CHURCHILL MANAGEMENT Corp | 168,427 | $24,285,000 | 0.69% |
| M Holdings Securities, Inc. | 9,616 | $1,387,000 | 0.54% |
| OLD NATIONAL BANCORP /IN/ | 65,000 | $9,372,000 | 0.51% |
| Chicago Partners Investment Group LLC | 12,416 | $1,790,000 | 0.51% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 21,832 | $3,148,000 | 0.38% |
| ACG Wealth | 12,169 | $1,755,000 | 0.32% |