ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,467,937 | +42.3% | 270,751 | +51.8% | 0.02% | +15.0% |
| Q2 2023 | $10,873,504 | -7.8% | 178,412 | -12.9% | 0.02% | -9.1% |
| Q1 2023 | $11,790,515 | -25.6% | 204,909 | -30.3% | 0.02% | -31.2% |
| Q4 2022 | $15,847,542 | +41.7% | 294,144 | +32.5% | 0.03% | +23.1% |
| Q3 2022 | $11,183,000 | +10.0% | 221,964 | +13.4% | 0.03% | +18.2% |
| Q2 2022 | $10,170,000 | -21.0% | 195,813 | -2.4% | 0.02% | -12.0% |
| Q1 2022 | $12,881,000 | +16.0% | 200,719 | +32.4% | 0.02% | +19.0% |
| Q4 2021 | $11,105,000 | +0.7% | 151,635 | -5.3% | 0.02% | -8.7% |
| Q3 2021 | $11,033,000 | -16.3% | 160,166 | -16.3% | 0.02% | -20.7% |
| Q2 2021 | $13,182,000 | -13.5% | 191,359 | +374.8% | 0.03% | -21.6% |
| Q1 2021 | $15,241,000 | -7.2% | 40,299 | -6.1% | 0.04% | -15.9% |
| Q4 2020 | $16,417,000 | +35.2% | 42,920 | +13.2% | 0.04% | +22.2% |
| Q3 2020 | $12,145,000 | +138.8% | 37,903 | +118.6% | 0.04% | +111.8% |
| Q2 2020 | $5,085,000 | +114.7% | 17,338 | -80.4% | 0.02% | +70.0% |
| Q1 2020 | $2,368,000 | – | 88,475 | – | 0.01% | – |
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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% |