ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,108,147 | +43.3% | 19,397 | +52.8% | 0.10% | +53.0% |
| Q2 2023 | $773,508 | +11.0% | 12,693 | +4.8% | 0.07% | +3.1% |
| Q1 2023 | $696,943 | +14.4% | 12,108 | +7.0% | 0.06% | +6.7% |
| Q4 2022 | $609,434 | +10.2% | 11,311 | +3.0% | 0.06% | +9.1% |
| Q3 2022 | $553,000 | +31.4% | 10,980 | +35.4% | 0.06% | +34.1% |
| Q2 2022 | $421,000 | -72.9% | 8,107 | -66.5% | 0.04% | -57.7% |
| Q1 2022 | $1,556,000 | +951.4% | 24,202 | +1096.3% | 0.10% | +977.8% |
| Q4 2021 | $148,000 | +28.7% | 2,023 | +21.0% | 0.01% | +12.5% |
| Q3 2021 | $115,000 | – | 1,672 | – | 0.01% | – |
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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% |