ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,824 | +14.9% | 20,126 | +22.6% | 0.69% | +13.1% |
| Q2 2023 | $1,000,419 | +8.4% | 16,416 | +2.4% | 0.61% | +3.2% |
| Q1 2023 | $922,477 | +46.7% | 16,026 | +37.4% | 0.59% | +29.8% |
| Q4 2022 | $628,682 | -32.5% | 11,668 | -36.9% | 0.46% | -32.3% |
| Q3 2022 | $931,000 | -0.9% | 18,482 | +2.2% | 0.67% | +8.5% |
| Q2 2022 | $939,000 | -19.5% | 18,077 | -0.5% | 0.62% | +1.6% |
| Q1 2022 | $1,167,000 | – | 18,159 | – | 0.61% | – |
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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% |