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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $798,000 | +2.0% | 2,144 | +4.9% | 0.03% | -8.8% |
| Q4 2020 | $782,000 | +38.2% | 2,044 | +15.6% | 0.03% | +21.4% |
| Q3 2020 | $566,000 | +170.8% | 1,768 | +143.2% | 0.03% | +154.5% |
| Q2 2020 | $209,000 | -56.0% | 727 | -59.9% | 0.01% | -52.2% |
| Q4 2019 | $475,000 | -76.2% | 1,814 | -78.1% | 0.02% | -78.7% |
| Q3 2019 | $2,000,000 | -6.8% | 8,287 | -3.8% | 0.11% | -6.1% |
| Q2 2019 | $2,145,000 | +82.7% | 8,615 | +71.3% | 0.12% | +69.1% |
| Q1 2019 | $1,174,000 | -41.8% | 5,030 | -59.2% | 0.07% | -81.0% |
| Q2 2015 | $2,018,000 | – | 12,330 | – | 0.36% | – |
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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% |