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 | $432,361 | -11.7% | 7,568 | -5.8% | 0.02% | -12.0% |
| Q2 2023 | $489,470 | +5.9% | 8,032 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $462,322 | -5.3% | 8,032 | -11.3% | 0.03% | -16.1% |
| Q4 2022 | $488,165 | +7.1% | 9,060 | +0.0% | 0.03% | -11.4% |
| Q3 2022 | $456,000 | -1.7% | 9,057 | +1.4% | 0.04% | -14.6% |
| Q2 2022 | $464,000 | -9.0% | 8,930 | +12.6% | 0.04% | +5.1% |
| Q1 2022 | $510,000 | -21.7% | 7,929 | -10.8% | 0.04% | -18.8% |
| Q4 2021 | $651,000 | +2.5% | 8,887 | -3.5% | 0.05% | -7.7% |
| Q3 2021 | $635,000 | 0.0% | 9,212 | +0.0% | 0.05% | +30.0% |
| Q2 2021 | $635,000 | +7.6% | 9,211 | +490.4% | 0.04% | -4.8% |
| Q1 2021 | $590,000 | -8.7% | 1,560 | -7.7% | 0.04% | -22.2% |
| Q4 2020 | $646,000 | +24.7% | 1,690 | +4.6% | 0.05% | +3.8% |
| Q3 2020 | $518,000 | +16.9% | 1,615 | +7.0% | 0.05% | -14.8% |
| Q2 2020 | $443,000 | +69.7% | 1,510 | +26.3% | 0.06% | +60.5% |
| Q1 2020 | $261,000 | -18.7% | 1,196 | -2.0% | 0.04% | 0.0% |
| Q4 2019 | $321,000 | +15.1% | 1,221 | +6.6% | 0.04% | 0.0% |
| Q3 2019 | $279,000 | +1.1% | 1,145 | +4.5% | 0.04% | -5.0% |
| Q2 2019 | $276,000 | +16.9% | 1,096 | +9.4% | 0.04% | +2.6% |
| Q1 2019 | $236,000 | +5.4% | 1,002 | +5.5% | 0.04% | -18.8% |
| Q3 2018 | $224,000 | +7.7% | 950 | 0.0% | 0.05% | -9.4% |
| Q2 2018 | $208,000 | +29.2% | 950 | +19.5% | 0.05% | +23.3% |
| Q1 2018 | $161,000 | -22.2% | 795 | -19.5% | 0.04% | -21.8% |
| Q4 2017 | $207,000 | +143.5% | 988 | +125.1% | 0.06% | +52.8% |
| Q3 2017 | $85,000 | -71.1% | 439 | -15.6% | 0.04% | -74.6% |
| Q2 2017 | $294,000 | +302.7% | 520 | +0.4% | 0.14% | +189.8% |
| Q1 2017 | $73,000 | +160.7% | 518 | +204.7% | 0.05% | +133.3% |
| Q4 2016 | $28,000 | – | 170 | – | 0.02% | – |
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% |