ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,328,000 | -1.2% | 6,155 | -0.1% | 0.03% | -16.7% |
| Q4 2020 | $2,356,000 | +21.2% | 6,160 | +1.6% | 0.04% | +5.9% |
| Q3 2020 | $1,944,000 | +5300.0% | 6,065 | +2459.1% | 0.03% | +3300.0% |
| Q4 2015 | $36,000 | -66.7% | 237 | -63.7% | 0.00% | -75.0% |
| Q1 2015 | $108,000 | +5.9% | 652 | 0.0% | 0.00% | +33.3% |
| Q4 2014 | $102,000 | +6.2% | 652 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $96,000 | -1.0% | 652 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $97,000 | +2.1% | 652 | -0.8% | 0.00% | 0.0% |
| Q1 2014 | $95,000 | +2.2% | 657 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $93,000 | +6.9% | 657 | 0.0% | 0.00% | -25.0% |
| Q3 2013 | $87,000 | +10.1% | 657 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $79,000 | – | 657 | – | 0.00% | – |
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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% |