ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 177 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514 | -35.1% | 8,998 | -33.3% | 0.03% | -34.1% |
| Q2 2023 | $792 | +3.8% | 13,486 | +1.7% | 0.04% | 0.0% |
| Q1 2023 | $763 | -14.2% | 13,257 | -19.6% | 0.04% | -18.5% |
| Q4 2022 | $889 | -99.9% | 16,492 | -8.5% | 0.05% | -14.3% |
| Q3 2022 | $908,000 | -5.6% | 18,023 | -2.7% | 0.06% | -6.0% |
| Q2 2022 | $962,000 | -19.1% | 18,527 | +0.2% | 0.07% | -10.7% |
| Q1 2022 | $1,189,000 | -12.1% | 18,498 | +0.1% | 0.08% | -8.5% |
| Q4 2021 | $1,353,000 | +6.0% | 18,477 | -0.2% | 0.08% | -2.4% |
| Q3 2021 | $1,276,000 | -0.5% | 18,521 | -0.5% | 0.08% | -2.3% |
| Q2 2021 | $1,282,000 | +9.5% | 18,609 | +500.7% | 0.09% | +6.2% |
| Q1 2021 | $1,171,000 | – | 3,098 | – | 0.08% | – |
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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% |