ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,807,563 | -3.9% | 31,640 | +2.5% | 0.02% | -4.8% |
| Q2 2023 | $1,881,118 | +39.4% | 30,869 | +30.5% | 0.02% | +23.5% |
| Q1 2023 | $1,349,428 | +253.1% | 23,650 | +170.4% | 0.02% | +70.0% |
| Q4 2022 | $382,119 | +10.8% | 8,747 | +27.7% | 0.01% | +66.7% |
| Q3 2022 | $345,000 | -2.5% | 6,851 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $354,000 | -36.0% | 6,830 | -9.6% | 0.01% | -25.0% |
| Q4 2021 | $553,000 | +171.1% | 7,556 | +154.6% | 0.01% | +60.0% |
| Q3 2021 | $204,000 | -74.4% | 2,968 | -74.3% | 0.01% | -76.2% |
| Q2 2021 | $796,000 | +25.6% | 11,549 | +588.7% | 0.02% | +10.5% |
| Q1 2021 | $634,000 | -7.8% | 1,677 | -6.7% | 0.02% | -17.4% |
| Q4 2020 | $688,000 | +11.3% | 1,798 | -6.7% | 0.02% | +9.5% |
| Q3 2020 | $618,000 | +56.1% | 1,928 | +18.6% | 0.02% | +16.7% |
| Q3 2019 | $396,000 | – | 1,626 | – | 0.02% | – |
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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% |