ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,852,893 | +1.2% | 294,992 | +8.0% | 0.19% | -0.5% |
| Q2 2023 | $16,647,590 | +17.4% | 273,180 | +10.9% | 0.19% | +9.2% |
| Q1 2023 | $14,174,734 | +49.0% | 246,260 | +39.5% | 0.17% | +37.0% |
| Q4 2022 | $9,514,643 | +15.3% | 176,590 | +7.8% | 0.13% | 0.0% |
| Q3 2022 | $8,252,000 | +1.1% | 163,803 | +4.2% | 0.13% | +3.3% |
| Q2 2022 | $8,163,000 | -22.7% | 157,155 | -4.4% | 0.12% | -15.2% |
| Q1 2022 | $10,561,000 | -9.1% | 164,386 | +3.6% | 0.14% | -17.1% |
| Q4 2021 | $11,621,000 | +12.3% | 158,659 | +5.7% | 0.18% | +1.7% |
| Q3 2021 | $10,345,000 | +2.4% | 150,095 | +2.4% | 0.17% | -6.0% |
| Q2 2021 | $10,098,000 | +21.2% | 146,536 | +566.1% | 0.18% | +2.2% |
| Q1 2021 | $8,330,000 | +25.9% | 21,999 | +27.4% | 0.18% | +14.0% |
| Q4 2020 | $6,615,000 | -48.3% | 17,262 | -56.8% | 0.16% | -23.4% |
| Q3 2020 | $12,805,000 | +207.0% | 39,962 | +181.2% | 0.20% | +70.8% |
| Q2 2020 | $4,171,000 | +40.1% | 14,211 | +4.1% | 0.12% | +34.8% |
| Q1 2020 | $2,977,000 | -7.7% | 13,646 | +11.2% | 0.09% | +18.7% |
| Q4 2019 | $3,226,000 | +13.0% | 12,277 | +4.7% | 0.08% | -34.8% |
| Q3 2019 | $2,854,000 | +8.4% | 11,726 | +12.0% | 0.12% | -0.9% |
| Q2 2019 | $2,632,000 | +13.8% | 10,466 | +6.5% | 0.12% | -5.7% |
| Q1 2019 | $2,313,000 | +52.3% | 9,830 | +26.0% | 0.12% | -51.8% |
| Q4 2018 | $1,519,000 | – | 7,800 | – | 0.26% | – |
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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% |