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 | $2,020,268 | -6.9% | 35,363 | -0.7% | 0.18% | +9.7% |
| Q2 2023 | $2,169,840 | +5.0% | 35,606 | -0.8% | 0.16% | -4.6% |
| Q1 2023 | $2,066,802 | +7.9% | 35,907 | +1.0% | 0.17% | -8.0% |
| Q4 2022 | $1,915,448 | -23.7% | 35,550 | -28.7% | 0.19% | -34.5% |
| Q3 2022 | $2,511,000 | -18.4% | 49,833 | +18.7% | 0.29% | -5.3% |
| Q4 2021 | $3,076,000 | +18.0% | 41,993 | +11.0% | 0.30% | +5.2% |
| Q3 2021 | $2,606,000 | +5.2% | 37,835 | +5.2% | 0.29% | +1.8% |
| Q2 2021 | $2,478,000 | +21.7% | 35,976 | +568.1% | 0.28% | +8.4% |
| Q1 2021 | $2,036,000 | +17.4% | 5,385 | +18.8% | 0.26% | -11.2% |
| Q4 2020 | $1,734,000 | +30.5% | 4,532 | +13.8% | 0.29% | +15.3% |
| Q3 2020 | $1,329,000 | +143.9% | 3,981 | +122.3% | 0.26% | +107.3% |
| Q2 2020 | $545,000 | +139.0% | 1,791 | +92.8% | 0.12% | +101.6% |
| Q1 2020 | $228,000 | – | 929 | – | 0.06% | – |
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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% |