ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,976 | -6.3% | 10,064 | 0.0% | 0.08% | -4.8% |
| Q2 2023 | $613,321 | +6.0% | 10,064 | +0.1% | 0.08% | +3.8% |
| Q1 2023 | $578,532 | +5.1% | 10,051 | -1.6% | 0.08% | 0.0% |
| Q4 2022 | $550,326 | +5.2% | 10,214 | -1.6% | 0.08% | -3.6% |
| Q3 2022 | $523,000 | -2.8% | 10,375 | +0.2% | 0.08% | +2.5% |
| Q2 2022 | $538,000 | -23.4% | 10,352 | -5.2% | 0.08% | -14.7% |
| Q1 2022 | $702,000 | -30.8% | 10,920 | -21.1% | 0.10% | -30.1% |
| Q4 2021 | $1,014,000 | +5.8% | 13,848 | -0.4% | 0.14% | -4.2% |
| Q3 2021 | $958,000 | +34.6% | 13,902 | +34.6% | 0.14% | +31.5% |
| Q2 2021 | $712,000 | -2.5% | 10,330 | +435.2% | 0.11% | -12.2% |
| Q1 2021 | $730,000 | -2.1% | 1,930 | -1.0% | 0.12% | -15.2% |
| Q4 2020 | $746,000 | +17.5% | 1,950 | -1.7% | 0.14% | -5.8% |
| Q3 2020 | $635,000 | +3427.8% | 1,983 | +1566.4% | 0.15% | +1611.1% |
| Q4 2015 | $18,000 | – | 119 | – | 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% |