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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,918 | -15.6% | 8,015 | -10.0% | 0.03% | -12.8% |
| Q2 2023 | $542,876 | +9.0% | 8,908 | +2.9% | 0.04% | +11.4% |
| Q1 2023 | $498,074 | -15.4% | 8,653 | -20.8% | 0.04% | -22.2% |
| Q4 2022 | $588,623 | +9.4% | 10,924 | +2.3% | 0.04% | 0.0% |
| Q3 2022 | $538,000 | -32.5% | 10,682 | -30.4% | 0.04% | -29.7% |
| Q2 2022 | $797,000 | -47.6% | 15,337 | -35.1% | 0.06% | -37.3% |
| Q1 2022 | $1,520,000 | -60.8% | 23,646 | -55.4% | 0.10% | -59.7% |
| Q4 2021 | $3,882,000 | +40.1% | 53,004 | +31.8% | 0.25% | +16.1% |
| Q2 2021 | $2,771,000 | +9.3% | 40,226 | +499.9% | 0.22% | -10.7% |
| Q1 2021 | $2,535,000 | +56.6% | 6,705 | +58.4% | 0.24% | +45.2% |
| Q4 2020 | $1,619,000 | +3.7% | 4,234 | -13.1% | 0.17% | +40.0% |
| Q3 2020 | $1,561,000 | -5.3% | 4,873 | -22.3% | 0.12% | -42.3% |
| Q4 2019 | $1,648,000 | – | 6,268 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 174,462 | $12,017,000 | 3.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,760 | $18,581,000 | 3.07% |
| Matrix Trust Co | 172,381 | $11,874,000 | 3.04% |
| Stewardship Advisors, LLC | 105,647 | $7,277,000 | 2.75% |
| CAPITAL WEALTH MANAGEMENT, LLC | 49,559 | $3,414,000 | 2.64% |
| LEO BROKERAGE, LLC | 178,739 | $12,312,000 | 2.28% |
| Colonial River Wealth Management, LLC | 30,704 | $2,222,000 | 1.57% |
| CALIBER WEALTH MANAGEMENT, LLC | 30,704 | $2,222,000 | 1.57% |
| Summit Asset Management, LLC | 71,497 | $4,925,000 | 1.54% |
| Portfolio Strategies, Inc. | 110,793 | $7,631,000 | 1.53% |