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 | $3,528,863 | -7.3% | 61,769 | -1.1% | 0.96% | -4.5% |
| Q2 2023 | $3,806,556 | +3.2% | 62,464 | -2.6% | 1.00% | -1.3% |
| Q1 2023 | $3,690,172 | +5.1% | 64,110 | -1.6% | 1.02% | 0.0% |
| Q4 2022 | $3,511,144 | +6.3% | 65,166 | -0.6% | 1.02% | -4.9% |
| Q3 2022 | $3,304,000 | -4.1% | 65,578 | -1.1% | 1.07% | +0.2% |
| Q2 2022 | $3,444,000 | -21.6% | 66,302 | -3.0% | 1.07% | -15.5% |
| Q1 2022 | $4,395,000 | -13.5% | 68,369 | -1.5% | 1.26% | -12.4% |
| Q4 2021 | $5,081,000 | +3.2% | 69,380 | -3.0% | 1.44% | -6.6% |
| Q3 2021 | $4,925,000 | -3.2% | 71,497 | -3.2% | 1.54% | -3.6% |
| Q2 2021 | $5,090,000 | +7.0% | 73,893 | +487.4% | 1.60% | -0.9% |
| Q1 2021 | $4,757,000 | -4.0% | 12,580 | -2.9% | 1.62% | -10.8% |
| Q4 2020 | $4,957,000 | +15.5% | 12,960 | -3.2% | 1.81% | +1.8% |
| Q3 2020 | $4,291,000 | +6.8% | 13,389 | -2.3% | 1.78% | -2.8% |
| Q2 2020 | $4,019,000 | +32.1% | 13,709 | -1.7% | 1.83% | +11.5% |
| Q1 2020 | $3,043,000 | -18.9% | 13,951 | -2.2% | 1.64% | +2.6% |
| Q4 2019 | $3,752,000 | +7.6% | 14,268 | -0.4% | 1.60% | -1.5% |
| Q3 2019 | $3,488,000 | -3.6% | 14,328 | -0.4% | 1.62% | -5.2% |
| Q2 2019 | $3,618,000 | +6.6% | 14,382 | -0.3% | 1.72% | +2.6% |
| Q1 2019 | $3,395,000 | +17.7% | 14,429 | -2.8% | 1.67% | +2.3% |
| Q4 2018 | $2,885,000 | -24.4% | 14,840 | -8.3% | 1.63% | -7.6% |
| Q3 2018 | $3,814,000 | +0.5% | 16,181 | -6.7% | 1.77% | -2.5% |
| Q2 2018 | $3,795,000 | -2.0% | 17,339 | -6.2% | 1.81% | -2.0% |
| Q1 2018 | $3,872,000 | +2.1% | 18,489 | -1.3% | 1.85% | +1.8% |
| Q4 2017 | $3,792,000 | -0.8% | 18,730 | -7.1% | 1.82% | -5.2% |
| Q3 2017 | $3,824,000 | +2.6% | 20,162 | -1.0% | 1.92% | -2.9% |
| Q2 2017 | $3,726,000 | +3.7% | 20,370 | -1.4% | 1.97% | -5.0% |
| Q1 2017 | $3,594,000 | +6.1% | 20,662 | -1.2% | 2.08% | -1.8% |
| Q4 2016 | $3,388,000 | -44.7% | 20,911 | -44.4% | 2.12% | -43.8% |
| Q3 2016 | $6,128,000 | +2.4% | 37,626 | -1.9% | 3.76% | -1.2% |
| Q2 2016 | $5,982,000 | -21.5% | 38,353 | -23.4% | 3.81% | -23.6% |
| Q1 2016 | $7,619,000 | -5.3% | 50,066 | -3.8% | 4.98% | -8.6% |
| Q4 2015 | $8,045,000 | -3.8% | 52,052 | -6.7% | 5.46% | -8.9% |
| Q3 2015 | $8,364,000 | -10.0% | 55,805 | -1.1% | 5.99% | -5.7% |
| Q2 2015 | $9,289,000 | -3.9% | 56,434 | -2.5% | 6.36% | -5.6% |
| Q1 2015 | $9,662,000 | +0.9% | 57,859 | -5.4% | 6.73% | -2.8% |
| Q4 2014 | $9,577,000 | +5.4% | 61,175 | -0.6% | 6.92% | -0.4% |
| Q3 2014 | $9,089,000 | -2.4% | 61,546 | -0.9% | 6.95% | -3.0% |
| Q2 2014 | $9,310,000 | +2.9% | 62,110 | -0.5% | 7.16% | -1.1% |
| Q1 2014 | $9,047,000 | -1.0% | 62,406 | -2.6% | 7.24% | +0.3% |
| Q4 2013 | $9,141,000 | +4.0% | 64,094 | -3.0% | 7.22% | -7.3% |
| Q3 2013 | $8,789,000 | +3.8% | 66,088 | -5.9% | 7.79% | -4.8% |
| Q2 2013 | $8,468,000 | – | 70,208 | – | 8.19% | – |
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% |