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 | 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% |