ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,878,174 | +6.4% | 32,875 | +13.4% | 0.19% | +31.7% |
| Q2 2023 | $1,765,943 | +107.4% | 28,978 | +95.9% | 0.14% | +68.6% |
| Q1 2023 | $851,637 | +6.9% | 14,795 | +0.1% | 0.09% | +21.1% |
| Q4 2022 | $796,725 | +11.7% | 14,787 | +4.5% | 0.07% | +4.4% |
| Q3 2022 | $713,000 | +19.4% | 14,152 | +26.2% | 0.07% | +23.6% |
| Q2 2022 | $597,000 | -7.2% | 11,215 | +12.2% | 0.06% | +12.2% |
| Q1 2022 | $643,000 | +9.2% | 10,000 | +24.3% | 0.05% | +4.3% |
| Q4 2021 | $589,000 | +5.6% | 8,048 | -0.6% | 0.05% | -7.8% |
| Q3 2021 | $558,000 | -2.3% | 8,096 | -2.4% | 0.05% | -3.8% |
| Q2 2021 | $571,000 | +8.3% | 8,293 | +494.9% | 0.05% | +1.9% |
| Q1 2021 | $527,000 | -0.4% | 1,394 | +0.9% | 0.05% | -13.3% |
| Q4 2020 | $529,000 | +30.6% | 1,382 | 0.0% | 0.06% | +5.3% |
| Q2 2020 | $405,000 | +34.6% | 1,382 | 0.0% | 0.06% | +612.5% |
| Q1 2020 | $301,000 | – | 1,382 | – | 0.01% | – |
Download | ||||||
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% |