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 | $706,041 | -1.4% | 12,129 | +5.4% | 0.05% | -4.0% |
| Q2 2023 | $716,403 | +14.7% | 11,512 | +6.1% | 0.05% | +8.7% |
| Q1 2023 | $624,353 | +13.6% | 10,847 | +6.3% | 0.05% | +4.5% |
| Q4 2022 | $549,576 | +23.8% | 10,200 | +15.6% | 0.04% | -24.1% |
| Q3 2022 | $444,000 | +4.2% | 8,820 | +7.6% | 0.06% | +23.4% |
| Q2 2022 | $426,000 | -9.9% | 8,195 | +11.5% | 0.05% | -6.0% |
| Q1 2022 | $473,000 | – | 7,353 | – | 0.05% | – |
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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% |