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 | $15,768 | -6.2% | 276 | 0.0% | 0.00% | – |
| Q2 2023 | $16,819 | +5.9% | 276 | 0.0% | 0.00% | – |
| Q1 2023 | $15,887 | +47.4% | 276 | +38.0% | 0.00% | – |
| Q4 2022 | $10,776 | +7.8% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -61.5% | 200 | -51.2% | 0.00% | -100.0% |
| Q1 2022 | $26,000 | -40.9% | 410 | -31.2% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | +7.3% | 596 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $41,000 | -96.7% | 596 | -96.6% | 0.00% | -97.2% |
| Q2 2021 | $1,224,000 | +2166.7% | 17,762 | +12321.0% | 0.04% | +1700.0% |
| Q1 2021 | $54,000 | -94.8% | 143 | -94.7% | 0.00% | -95.7% |
| Q4 2020 | $1,033,000 | +2851.4% | 2,701 | +2355.5% | 0.05% | +2250.0% |
| Q3 2020 | $35,000 | +75.0% | 110 | +57.1% | 0.00% | +100.0% |
| Q2 2020 | $20,000 | – | 70 | – | 0.00% | – |
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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% |