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 | $1,156,634 | -26.1% | 20,246 | -21.1% | 0.01% | -23.1% |
| Q2 2023 | $1,564,188 | +10.2% | 25,668 | +4.1% | 0.01% | +8.3% |
| Q1 2023 | $1,419,801 | -34.8% | 24,666 | -38.9% | 0.01% | -40.0% |
| Q4 2022 | $2,176,312 | +127.9% | 40,392 | +113.0% | 0.02% | +5.3% |
| Q3 2022 | $955,000 | +18.2% | 18,963 | +21.8% | 0.02% | +46.2% |
| Q2 2022 | $808,000 | -53.3% | 15,563 | -42.1% | 0.01% | -48.0% |
| Q1 2022 | $1,729,000 | +12.3% | 26,902 | +28.0% | 0.02% | +13.6% |
| Q4 2021 | $1,539,000 | +39.0% | 21,011 | +30.7% | 0.02% | +22.2% |
| Q3 2021 | $1,107,000 | -3.7% | 16,077 | -3.6% | 0.02% | 0.0% |
| Q2 2021 | $1,149,000 | +11.9% | 16,677 | +514.3% | 0.02% | -10.0% |
| Q1 2021 | $1,027,000 | -17.6% | 2,715 | -16.7% | 0.02% | -20.0% |
| Q4 2020 | $1,247,000 | +78.9% | 3,259 | +49.8% | 0.02% | -56.1% |
| Q3 2020 | $697,000 | +172.3% | 2,176 | +149.3% | 0.06% | +137.5% |
| Q2 2020 | $256,000 | – | 873 | – | 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% |