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 | $2,606,708 | -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 | 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% |