ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,031,813 | +14.5% | 53,070 | +24.6% | 0.03% | +17.4% |
| Q2 2023 | $2,648,678 | +33.1% | 42,580 | +23.1% | 0.02% | +21.1% |
| Q1 2023 | $1,990,623 | +104.9% | 34,584 | +2.0% | 0.02% | -61.2% |
| Q4 2022 | $971,533 | +21.6% | 33,893 | +113.7% | 0.05% | +444.4% |
| Q3 2022 | $799,000 | -4.2% | 15,861 | -1.2% | 0.01% | +28.6% |
| Q2 2022 | $834,000 | -12.9% | 16,049 | +7.6% | 0.01% | 0.0% |
| Q1 2022 | $958,000 | +6.6% | 14,910 | +21.4% | 0.01% | 0.0% |
| Q4 2021 | $899,000 | -20.2% | 12,277 | -24.9% | 0.01% | 0.0% |
| Q3 2021 | $1,127,000 | -65.6% | 16,358 | -65.6% | 0.01% | -75.9% |
| Q2 2021 | $3,279,000 | -59.7% | 47,597 | +121.5% | 0.03% | -62.8% |
| Q1 2021 | $8,128,000 | -36.4% | 21,493 | -35.7% | 0.08% | -41.4% |
| Q4 2020 | $12,782,000 | +54.7% | 33,419 | +29.6% | 0.13% | +24.3% |
| Q3 2020 | $8,263,000 | +2337.5% | 25,787 | +2128.8% | 0.11% | +2040.0% |
| Q2 2020 | $339,000 | +63.8% | 1,157 | +21.9% | 0.01% | +25.0% |
| Q1 2020 | $207,000 | -96.6% | 949 | -95.9% | 0.00% | -95.8% |
| Q4 2019 | $6,096,000 | +20.3% | 23,179 | +11.4% | 0.10% | +20.3% |
| Q3 2019 | $5,067,000 | -0.9% | 20,816 | +2.4% | 0.08% | -14.1% |
| Q2 2019 | $5,114,000 | +11.1% | 20,330 | +3.9% | 0.09% | +1.1% |
| Q1 2019 | $4,602,000 | +1531.9% | 19,559 | +1534.0% | 0.09% | +1416.7% |
| Q3 2018 | $282,000 | +14.2% | 1,197 | -6.8% | 0.01% | 0.0% |
| Q3 2017 | $247,000 | +5.6% | 1,284 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $234,000 | +4.9% | 1,284 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $223,000 | +5.2% | 1,284 | +0.5% | 0.01% | -14.3% |
| Q4 2016 | $212,000 | +207.2% | 1,277 | +172.3% | 0.01% | +40.0% |
| Q3 2014 | $69,000 | – | 469 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 204,176 | $11,664,548 | 11.07% |
| Cosner Financial Group, LLC | 147,004 | $8,398,339 | 7.40% |
| Cornerstone Planning Group LLC | 231,941 | $13,250,799 | 5.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 159,052 | $9,086,641 | 4.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 613,142 | $35,028,777 | 4.08% |
| Scott Capital Advisors, LLC | 145,876 | $8,409,749 | 3.35% |
| ETFIDEA, LLC | 123,457 | $7,053,098 | 3.00% |
| Matrix Trust Co | 169,277 | $9,671 | 2.52% |
| Integrated Investment Consultants, LLC | 137,377 | $7,848,341 | 2.43% |
| FORTE CAPITAL LLC /ADV | 270,366 | $15,445,983 | 2.38% |