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 ↓ |
|---|---|---|---|
| Provident Wealth Management, LLC | 14,162 | $3,089,000 | 3.77% |
| Matrix Trust Co | 56,617 | $12,349,000 | 3.34% |
| Systelligence, LLC | 29,271 | $6,384,000 | 2.98% |
| Summit Asset Management, LLC | 13,951 | $3,043,000 | 1.64% |
| Courage Miller Partners, LLC | 8,813 | $1,922,000 | 1.18% |
| Townsend & Associates, Inc | 4,180 | $938,000 | 0.98% |
| CAPITAL WEALTH MANAGEMENT, LLC | 2,925 | $638,000 | 0.80% |
| Empowered Funds, LLC | 12,173 | $3,201,000 | 0.71% |
| Neumann Capital Management, LLC | 3,994 | $871,000 | 0.63% |
| TAP Consulting, LLC | 4,055 | $884,000 | 0.60% |