ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 96 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $179,131 | -5.4% | 3,093 | 0.0% | 0.08% | -10.0% |
| Q1 2024 | $189,308 | +3.4% | 3,093 | 0.0% | 0.09% | -9.1% |
| Q4 2023 | $183,152 | -16.6% | 3,093 | -27.1% | 0.10% | -23.3% |
| Q3 2023 | $219,614 | -4.1% | 4,241 | 0.0% | 0.13% | -3.0% |
| Q2 2023 | $229,117 | +14.0% | 4,241 | +10.0% | 0.13% | +4.7% |
| Q1 2023 | $201,050 | +0.2% | 3,854 | +0.0% | 0.13% | -3.8% |
| Q4 2022 | $200,573 | 0.0% | 3,853 | 0.0% | 0.13% | 0.0% |
| Q3 2022 | $200,573 | – | 3,853 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |