Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

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
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,896
-5.0%
120,704
+1.3%
0.03%
-3.0%
Q2 2023$7,262
+28.2%
119,160
+21.1%
0.03%
+17.9%
Q1 2023$5,665
+2.4%
98,421
-4.1%
0.03%
-3.4%
Q4 2022$5,532
-99.9%
102,669
-9.0%
0.03%
-9.4%
Q3 2022$5,681,000
-12.9%
112,763
-10.2%
0.03%
-8.6%
Q2 2022$6,520,000
-6.1%
125,537
+16.2%
0.04%
+9.4%
Q1 2022$6,943,000
-7.7%
108,010
+5.2%
0.03%
-5.9%
Q4 2021$7,520,000
+8.0%
102,679
+1.6%
0.03%0.0%
Q3 2021$6,964,000
+2.9%
101,106
+2.9%
0.03%
+6.2%
Q2 2021$6,770,000
-27.1%
98,275
+299.9%
0.03%
-36.0%
Q1 2021$9,292,000
-4.5%
24,573
-3.4%
0.05%
-12.3%
Q4 2020$9,726,000
+56.7%
25,428
+31.3%
0.06%
+35.7%
Q3 2020$6,205,000
+148.8%
19,363
+127.6%
0.04%
+121.1%
Q2 2020$2,494,000
+14.9%
8,507
-14.5%
0.02%
-9.5%
Q1 2020$2,170,000
-0.1%
9,951
+20.5%
0.02%
+23.5%
Q4 2019$2,172,000
-14.3%
8,259
-20.7%
0.02%
-22.7%
Q3 2019$2,535,000
-11.8%
10,412
-8.8%
0.02%
-15.4%
Q2 2019$2,873,000
+53.3%
11,422
+43.4%
0.03%
+44.4%
Q1 2019$1,874,000
+27.1%
7,966
+5.0%
0.02%
+12.5%
Q4 2018$1,475,000
-23.4%
7,587
-7.1%
0.02%
-11.1%
Q3 2018$1,925,000
+162.6%
8,167
+143.8%
0.02%
+125.0%
Q2 2018$733,000
-4.9%
3,350
-9.0%
0.01%
-11.1%
Q1 2018$771,000
+5.0%
3,681
+1.5%
0.01%0.0%
Q4 2017$734,000
-9.6%
3,626
-15.3%
0.01%
-18.2%
Q3 2017$812,000
+190.0%
4,283
+180.1%
0.01%
+175.0%
Q2 2017$280,000
+7.3%
1,529
+2.1%
0.00%0.0%
Q1 2017$261,000
-30.4%
1,498
-34.3%
0.00%
-60.0%
Q2 2015$375,000
-1.6%
2,2790.0%0.01%
-9.1%
Q1 2015$381,000
-3.1%
2,279
-9.3%
0.01%
-8.3%
Q4 2014$393,000
-5.8%
2,513
-10.9%
0.01%0.0%
Q3 2014$417,0002,8210.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders