ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,404 | -12.5% | 42,076 | -6.6% | 0.04% | -14.0% |
| Q2 2023 | $2,746 | +3.8% | 45,056 | -2.0% | 0.04% | -6.5% |
| Q1 2023 | $2,646 | -99.9% | 45,963 | +1.0% | 0.05% | +4.5% |
| Q4 2022 | $2,453,000 | -99.9% | 45,519 | -1.2% | 0.04% | -4.3% |
| Q3 2022 | $2,320,000,000 | +96890.0% | 46,053 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $2,392,000 | -17.6% | 46,053 | +2.0% | 0.05% | -9.8% |
| Q1 2022 | $2,903,000 | -99.9% | 45,166 | +0.4% | 0.05% | -12.1% |
| Q4 2021 | $3,295,000,000 | +253166.7% | 44,991 | +138.1% | 0.06% | +123.1% |
| Q3 2021 | $1,301,000 | -11.6% | 18,893 | -11.5% | 0.03% | -16.1% |
| Q2 2021 | $1,471,000 | +19.2% | 21,354 | +554.6% | 0.03% | +3.3% |
| Q1 2021 | $1,234,000 | +17.2% | 3,262 | +18.4% | 0.03% | +3.4% |
| Q4 2020 | $1,053,000 | – | 2,754 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ETFIDEA, LLC | 126,017 | $6,545,323 | 3.27% |
| CAPITAL WEALTH MANAGEMENT, LLC | 83,945 | $4,360,000 | 3.23% |
| Matrix Trust Co | 163,285 | $8,481,000 | 2.34% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 59,114 | $3,378,000 | 2.08% |
| Second Half Financial Partners, LLC | 6,965 | $2,634,000 | 2.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228,199 | $11,853,000 | 1.95% |
| Bogart Wealth, LLC | 378,531 | $19,661,000 | 1.72% |
| Masso Torrence Wealth Management Inc. | 32,289 | $1,677,000 | 1.48% |
| Fermata Advisors, LLC | 76,876 | $3,994,000 | 1.39% |
| Rodgers & Associates, LTD | 149,901 | $7,786,000 | 1.34% |