ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,149,142 | -5.0% | 370,193 | +1.4% | 1.31% | -7.4% |
| Q2 2023 | $22,255,670 | +11.0% | 365,206 | +4.8% | 1.41% | +5.5% |
| Q1 2023 | $20,049,995 | -18.6% | 348,332 | -23.8% | 1.34% | -21.9% |
| Q4 2022 | $24,622,019 | +14.2% | 456,979 | +6.7% | 1.71% | -4.8% |
| Q3 2022 | $21,569,000 | +9.7% | 428,127 | +13.1% | 1.80% | +4.3% |
| Q2 2022 | $19,661,000 | -12.8% | 378,531 | +7.9% | 1.72% | -10.6% |
| Q1 2022 | $22,558,000 | +2255700.0% | 350,931 | +2506550.0% | 1.93% | – |
| Q4 2021 | $1,000 | – | 14 | – | 0.00% | – |
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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% |