ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 187 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,108 | -6.3% | 3,503 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $213,453 | +5.9% | 3,503 | 0.0% | 0.06% | +1.7% |
| Q1 2023 | $201,614 | -11.2% | 3,503 | -22.2% | 0.06% | -18.9% |
| Q3 2022 | $227,000 | -3.0% | 4,503 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $234,000 | -24.3% | 4,503 | -6.2% | 0.07% | -12.0% |
| Q1 2022 | $309,000 | -12.2% | 4,803 | 0.0% | 0.08% | -7.8% |
| Q4 2021 | $352,000 | +6.3% | 4,803 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $331,000 | 0.0% | 4,803 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $331,000 | +9.2% | 4,803 | +500.4% | 0.09% | +2.3% |
| Q1 2021 | $303,000 | -1.0% | 800 | 0.0% | 0.09% | -2.2% |
| Q4 2020 | $306,000 | +30.2% | 800 | 0.0% | 0.09% | +1.1% |
| Q2 2020 | $235,000 | +11.9% | 800 | 0.0% | 0.09% | +49.2% |
| Q4 2019 | $210,000 | +4.5% | 800 | 0.0% | 0.06% | -9.2% |
| Q2 2019 | $201,000 | +62.1% | 800 | 0.0% | 0.06% | +85.7% |
| Q2 2016 | $124,000 | +1.6% | 800 | 0.0% | 0.04% | -16.7% |
| Q1 2016 | $122,000 | -1.6% | 800 | 0.0% | 0.04% | +20.0% |
| Q4 2015 | $124,000 | – | 800 | – | 0.04% | – |
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% |