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 | $254,757 | -6.3% | 4,459 | 0.0% | 0.06% | -3.4% |
| Q2 2023 | $271,747 | +6.0% | 4,459 | +0.2% | 0.06% | +1.8% |
| Q1 2023 | $256,273 | +7.1% | 4,452 | +0.2% | 0.06% | +1.8% |
| Q4 2022 | $239,362 | +7.8% | 4,443 | +0.6% | 0.06% | +1.8% |
| Q3 2022 | $222,000 | -3.1% | 4,416 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $229,000 | -19.1% | 4,416 | +0.2% | 0.06% | -6.8% |
| Q1 2022 | $283,000 | -12.1% | 4,409 | +0.1% | 0.06% | -6.3% |
| Q4 2021 | $322,000 | +6.6% | 4,403 | +0.3% | 0.06% | +1.6% |
| Q3 2021 | $302,000 | 0.0% | 4,389 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $302,000 | +9.4% | 4,389 | +500.4% | 0.06% | +3.3% |
| Q1 2021 | $276,000 | -1.1% | 731 | 0.0% | 0.06% | -11.8% |
| Q4 2020 | $279,000 | +19.2% | 731 | +0.1% | 0.07% | 0.0% |
| Q3 2020 | $234,000 | +9.3% | 730 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $214,000 | – | 730 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 174,462 | $12,017,000 | 3.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,760 | $18,581,000 | 3.07% |
| Matrix Trust Co | 172,381 | $11,874,000 | 3.04% |
| Stewardship Advisors, LLC | 105,647 | $7,277,000 | 2.75% |
| CAPITAL WEALTH MANAGEMENT, LLC | 49,559 | $3,414,000 | 2.64% |
| LEO BROKERAGE, LLC | 178,739 | $12,312,000 | 2.28% |
| Colonial River Wealth Management, LLC | 30,704 | $2,222,000 | 1.57% |
| CALIBER WEALTH MANAGEMENT, LLC | 30,704 | $2,222,000 | 1.57% |
| Summit Asset Management, LLC | 71,497 | $4,925,000 | 1.54% |
| Portfolio Strategies, Inc. | 110,793 | $7,631,000 | 1.53% |