ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,971 | -7.0% | 96 | -3.0% | 0.00% | – |
| Q2 2023 | $5,348 | +2.5% | 99 | -1.0% | 0.00% | – |
| Q1 2023 | $5,217 | -8.9% | 100 | -9.1% | 0.00% | – |
| Q4 2022 | $5,727 | +14.5% | 110 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -37.5% | 110 | -29.0% | 0.00% | – |
| Q2 2022 | $8,000 | -20.0% | 155 | -8.8% | 0.00% | – |
| Q1 2022 | $10,000 | -16.7% | 170 | -12.8% | 0.00% | – |
| Q4 2021 | $12,000 | 0.0% | 195 | -5.3% | 0.00% | – |
| Q3 2021 | $12,000 | -20.0% | 206 | -21.1% | 0.00% | – |
| Q2 2021 | $15,000 | 0.0% | 261 | +200.0% | 0.00% | – |
| Q1 2021 | $15,000 | +25.0% | 87 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +9.1% | 87 | -14.7% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +10.0% | 102 | -12.8% | 0.00% | – |
| Q1 2020 | $10,000 | -44.4% | 117 | -7.9% | 0.00% | – |
| Q4 2019 | $18,000 | -5.3% | 127 | -10.6% | 0.00% | – |
| Q3 2019 | $19,000 | -9.5% | 142 | -6.6% | 0.00% | – |
| Q2 2019 | $21,000 | 0.0% | 152 | +1.3% | 0.00% | – |
| Q1 2019 | $21,000 | -8.7% | 150 | -6.2% | 0.00% | – |
| Q4 2018 | $23,000 | -8.0% | 160 | 0.0% | 0.00% | – |
| Q3 2018 | $25,000 | +4.2% | 160 | 0.0% | 0.00% | – |
| Q2 2018 | $24,000 | +4.3% | 160 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | – | 160 | – | 0.00% | – |
Download | ||||||
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% |