ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 195,080 | $11,228,804 | 10.68% |
| CAPITAL WEALTH MANAGEMENT, LLC | 154,761 | $8,908,043 | 5.12% |
| ETFIDEA, LLC | 125,898 | $7,246,689 | 3.16% |
| Scott Capital Advisors, LLC | 111,999 | $6,446,645 | 3.11% |
| Northern Capital Management, Inc. | 61,170 | $3,520,958 | 3.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337,567 | $19,430,340 | 2.54% |
| Matrix Trust Co | 163,298 | $9,399 | 2.53% |
| FORTE CAPITAL LLC /ADV | 270,445 | $15,566,824 | 2.38% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 66,144 | $3,807,285 | 2.37% |
| Rodgers & Associates, LTD | 229,330 | $13,200,235 | 2.05% |