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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $134,986 | +12.3% | 2,215 | +6.1% | 0.06% | -8.1% |
| Q1 2023 | $120,209 | +41.7% | 2,088 | +32.6% | 0.06% | +29.2% |
| Q4 2022 | $84,861 | +7.4% | 1,575 | 0.0% | 0.05% | -2.0% |
| Q3 2022 | $79,000 | +2533.3% | 1,575 | +2525.0% | 0.05% | +2350.0% |
| Q2 2022 | $3,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $4,000 | 0.0% | 60 | +500.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ETFIDEA, LLC | 126,017 | $6,545,323 | 3.27% |
| CAPITAL WEALTH MANAGEMENT, LLC | 83,945 | $4,360,000 | 3.23% |
| Matrix Trust Co | 163,285 | $8,481,000 | 2.34% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 59,114 | $3,378,000 | 2.08% |
| Second Half Financial Partners, LLC | 6,965 | $2,634,000 | 2.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228,199 | $11,853,000 | 1.95% |
| Bogart Wealth, LLC | 378,531 | $19,661,000 | 1.72% |
| Masso Torrence Wealth Management Inc. | 32,289 | $1,677,000 | 1.48% |
| Fermata Advisors, LLC | 76,876 | $3,994,000 | 1.39% |
| Rodgers & Associates, LTD | 149,901 | $7,786,000 | 1.34% |