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 | $180,988 | -6.3% | 3,168 | 0.0% | 0.05% | -5.5% |
| Q2 2023 | $193,058 | +5.9% | 3,168 | 0.0% | 0.06% | +1.9% |
| Q1 2023 | $182,350 | +113160.9% | 3,168 | +5.6% | 0.05% | – |
| Q4 2022 | $161 | -99.9% | 3,000 | 0.0% | 0.00% | – |
| Q3 2022 | $151,000 | -2.6% | 3,000 | 0.0% | 0.00% | – |
| Q2 2022 | $155,000 | -19.3% | 3,000 | 0.0% | 0.00% | – |
| Q1 2022 | $192,000 | -12.3% | 3,000 | 0.0% | 0.00% | – |
| Q4 2021 | $219,000 | +6.3% | 3,000 | 0.0% | 0.00% | – |
| Q3 2021 | $206,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q2 2021 | $206,000 | +9.0% | 3,000 | +500.0% | 0.00% | – |
| Q1 2021 | $189,000 | -1.0% | 500 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $191,000 | +19.4% | 500 | 0.0% | 0.00% | – |
| Q3 2020 | $160,000 | +9.6% | 500 | 0.0% | 0.00% | – |
| Q2 2020 | $146,000 | +33.9% | 500 | 0.0% | 0.00% | – |
| Q1 2020 | $109,000 | -12.8% | 500 | 0.0% | 0.00% | – |
| Q2 2019 | $125,000 | – | 500 | – | 0.00% | – |
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% |