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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,053,661 | +4.1% | 33,700 | -1.7% | 0.23% | -20.7% |
| Q1 2023 | $1,973,536 | -17.1% | 34,287 | -25.2% | 0.30% | -54.0% |
| Q2 2022 | $2,381,000 | -51.8% | 45,849 | -40.3% | 0.64% | -18.6% |
| Q1 2022 | $4,939,000 | -59.9% | 76,843 | -57.0% | 0.79% | -65.5% |
| Q3 2021 | $12,312,000 | +0.7% | 178,739 | +0.7% | 2.28% | -7.2% |
| Q2 2021 | $12,227,000 | +22.4% | 177,482 | +571.6% | 2.46% | -13.3% |
| Q1 2021 | $9,993,000 | +11.3% | 26,427 | +12.5% | 2.83% | -2.1% |
| Q4 2020 | $8,982,000 | -4.1% | 23,483 | -26.5% | 2.90% | -25.2% |
| Q3 2020 | $9,369,000 | – | 31,954 | – | 3.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 195,080 | $11,228,804 | 10.68% |
| CAPITAL WEALTH MANAGEMENT, LLC | 154,761 | $8,908,043 | 5.12% |
| ETFIDEA, LLC | 125,898 | $7,246,689 | 3.16% |
| Scott Capital Advisors, LLC | 111,999 | $6,446,645 | 3.11% |
| Northern Capital Management, Inc. | 61,170 | $3,520,958 | 3.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337,567 | $19,430,340 | 2.54% |
| Matrix Trust Co | 163,298 | $9,399 | 2.53% |
| FORTE CAPITAL LLC /ADV | 270,445 | $15,566,824 | 2.38% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 66,144 | $3,807,285 | 2.37% |
| Rodgers & Associates, LTD | 229,330 | $13,200,235 | 2.05% |