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 | $479,206 | -6.3% | 8,388 | 0.0% | 0.15% | -4.5% |
| Q2 2023 | $511,165 | +5.0% | 8,388 | -0.8% | 0.15% | +2.0% |
| Q1 2023 | $486,842 | +6.8% | 8,458 | 0.0% | 0.15% | -1.3% |
| Q4 2022 | $455,717 | +436.1% | 8,458 | +3692.8% | 0.15% | +427.6% |
| Q4 2020 | $85,000 | +19.7% | 223 | 0.0% | 0.03% | +7.4% |
| Q3 2020 | $71,000 | -2.7% | 223 | -10.8% | 0.03% | -10.0% |
| Q2 2020 | $73,000 | – | 250 | – | 0.03% | – |
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% |