ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,700 | +2.3% | 29,756 | +9.1% | 0.78% | +5.5% |
| Q2 2023 | $1,662 | +8.6% | 27,279 | +2.6% | 0.74% | +1.9% |
| Q1 2023 | $1,530 | +3.7% | 26,587 | -2.9% | 0.73% | -0.5% |
| Q4 2022 | $1,475 | -99.9% | 27,385 | -0.7% | 0.73% | -7.9% |
| Q3 2022 | $1,389,000 | +1.8% | 27,565 | +5.0% | 0.80% | -13.2% |
| Q2 2022 | $1,364,000 | -13.8% | 26,257 | +6.6% | 0.92% | +9.2% |
| Q1 2022 | $1,583,000 | -8.2% | 24,634 | +4.6% | 0.84% | +1.3% |
| Q4 2021 | $1,725,000 | +16.4% | 23,551 | +9.4% | 0.83% | -18.4% |
| Q3 2021 | $1,482,000 | – | 21,521 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 204,176 | $11,664,548 | 11.07% |
| Cosner Financial Group, LLC | 147,004 | $8,398,339 | 7.40% |
| Cornerstone Planning Group LLC | 231,941 | $13,250,799 | 5.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 159,052 | $9,086,641 | 4.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 613,142 | $35,028,777 | 4.08% |
| Scott Capital Advisors, LLC | 145,876 | $8,409,749 | 3.35% |
| ETFIDEA, LLC | 123,457 | $7,053,098 | 3.00% |
| Matrix Trust Co | 169,277 | $9,671 | 2.52% |
| Integrated Investment Consultants, LLC | 137,377 | $7,848,341 | 2.43% |
| FORTE CAPITAL LLC /ADV | 270,366 | $15,445,983 | 2.38% |