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 | $2,606,708 | -8.2% | 45,628 | -2.0% | 1.09% | -4.7% |
| Q2 2023 | $2,838,625 | +9.0% | 46,581 | +2.9% | 1.14% | +2.6% |
| Q1 2023 | $2,604,858 | -0.0% | 45,255 | -0.2% | 1.11% | -2.2% |
| Q4 2022 | $2,605,606 | +38.0% | 45,331 | +21.0% | 1.14% | +20.0% |
| Q3 2022 | $1,888,000 | -3.8% | 37,479 | +0.7% | 0.95% | +2.0% |
| Q2 2022 | $1,962,000 | -2.3% | 37,229 | +19.2% | 0.93% | +11.1% |
| Q1 2022 | $2,008,000 | +202.0% | 31,238 | +225.5% | 0.84% | +207.7% |
| Q4 2021 | $665,000 | -0.7% | 9,597 | -0.3% | 0.27% | -9.6% |
| Q3 2021 | $670,000 | +2.3% | 9,625 | +2.2% | 0.30% | +3.1% |
| Q2 2021 | $655,000 | +17.8% | 9,419 | +541.2% | 0.29% | +10.2% |
| Q1 2021 | $556,000 | – | 1,469 | – | 0.26% | – |
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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% |