ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 218 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,345 | -6.3% | 6,500 | 0.0% | 0.10% | -4.0% |
| Q2 2023 | $396,110 | +5.9% | 6,500 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $374,140 | +6.8% | 6,500 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $350,220 | +7.1% | 6,500 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $327,000 | -3.3% | 6,500 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $338,000 | -19.1% | 6,500 | 0.0% | 0.10% | -11.7% |
| Q1 2022 | $418,000 | -12.2% | 6,500 | 0.0% | 0.11% | -10.5% |
| Q4 2021 | $476,000 | -7.9% | 6,500 | -13.3% | 0.12% | -15.1% |
| Q3 2021 | $517,000 | – | 7,500 | – | 0.15% | – |
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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% |