ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 187 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |