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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,349 | +2.3% | 8,268 | +9.1% | 0.01% | 0.0% |
| Q2 2023 | $461,841 | +12.4% | 7,579 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $410,874 | +62.3% | 7,138 | +51.9% | 0.01% | +40.0% |
| Q4 2022 | $253,212 | +16.2% | 4,700 | +8.7% | 0.01% | -16.7% |
| Q3 2022 | $218,000 | -50.9% | 4,324 | -49.4% | 0.01% | -40.0% |
| Q2 2022 | $444,000 | -15.4% | 8,539 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $525,000 | -21.5% | 8,162 | -10.6% | 0.01% | -28.6% |
| Q4 2021 | $669,000 | +11.7% | 9,133 | +5.1% | 0.01% | +16.7% |
| Q3 2021 | $599,000 | -1.0% | 8,692 | -1.0% | 0.01% | -14.3% |
| Q2 2021 | $605,000 | +0.2% | 8,777 | +449.6% | 0.01% | -17.6% |
| Q1 2021 | $604,000 | +1.5% | 1,597 | +2.7% | 0.02% | -10.5% |
| Q4 2020 | $595,000 | +26.3% | 1,555 | +5.7% | 0.02% | +5.6% |
| Q3 2020 | $471,000 | +18.6% | 1,471 | +8.6% | 0.02% | +5.9% |
| Q2 2020 | $397,000 | +77.2% | 1,355 | +31.7% | 0.02% | +41.7% |
| Q1 2020 | $224,000 | – | 1,029 | – | 0.01% | – |
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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% |