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 | $9,388,178 | +25.8% | 164,330 | +34.2% | 0.06% | +13.5% |
| Q2 2023 | $7,460,588 | +21.0% | 122,425 | +14.3% | 0.05% | +15.6% |
| Q1 2023 | $6,167,687 | +26.7% | 107,152 | +18.6% | 0.04% | +15.4% |
| Q4 2022 | $4,866,998 | +124.7% | 90,330 | +110.1% | 0.04% | +44.4% |
| Q3 2022 | $2,166,000 | +5.0% | 42,988 | +8.3% | 0.03% | +3.8% |
| Q2 2022 | $2,062,000 | -13.3% | 39,711 | +7.3% | 0.03% | -10.3% |
| Q1 2022 | $2,378,000 | -6.0% | 36,999 | +7.1% | 0.03% | -6.5% |
| Q4 2021 | $2,530,000 | +118.5% | 34,544 | +105.4% | 0.03% | +93.8% |
| Q3 2021 | $1,158,000 | +74.1% | 16,816 | +74.1% | 0.02% | +77.8% |
| Q2 2021 | $665,000 | +195.6% | 9,660 | +1520.8% | 0.01% | +80.0% |
| Q1 2021 | $225,000 | +3.2% | 596 | +4.4% | 0.01% | 0.0% |
| Q4 2020 | $218,000 | +45.3% | 571 | +12.0% | 0.01% | +25.0% |
| Q2 2020 | $150,000 | -63.9% | 510 | -81.2% | 0.00% | -84.6% |
| Q4 2015 | $415,000 | +36.5% | 2,709 | +33.0% | 0.03% | +23.8% |
| Q3 2015 | $304,000 | – | 2,037 | – | 0.02% | – |
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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% |