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 | $624,431 | -6.8% | 10,930 | -0.5% | 0.08% | -11.8% |
| Q2 2023 | $669,731 | +7.0% | 10,990 | +1.1% | 0.09% | 0.0% |
| Q1 2023 | $625,677 | +5.9% | 10,870 | -0.9% | 0.09% | +1.1% |
| Q4 2022 | $591,064 | +5.7% | 10,970 | -1.1% | 0.09% | 0.0% |
| Q3 2022 | $559,000 | -3.0% | 11,090 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $576,000 | -19.4% | 11,090 | -0.4% | 0.09% | -3.2% |
| Q1 2022 | $715,000 | -16.4% | 11,130 | -4.6% | 0.10% | -12.0% |
| Q4 2021 | $855,000 | -0.1% | 11,670 | -6.1% | 0.11% | -6.9% |
| Q3 2021 | $856,000 | 0.0% | 12,430 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $856,000 | -14.0% | 12,430 | +372.6% | 0.12% | -22.7% |
| Q1 2021 | $995,000 | -4.3% | 2,630 | -3.3% | 0.15% | -10.2% |
| Q4 2020 | $1,040,000 | +22.1% | 2,720 | +2.3% | 0.17% | +2.5% |
| Q3 2020 | $852,000 | -8.1% | 2,660 | -15.8% | 0.16% | -17.3% |
| Q2 2020 | $927,000 | +30.4% | 3,160 | -3.1% | 0.20% | +3.1% |
| Q1 2020 | $711,000 | -19.6% | 3,260 | -3.0% | 0.19% | -6.4% |
| Q4 2019 | $884,000 | – | 3,360 | – | 0.20% | – |
Download | ||||||
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% |