ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Provident Wealth Management, LLC | 14,162 | $3,089,000 | 3.77% |
| Matrix Trust Co | 56,617 | $12,349,000 | 3.34% |
| Systelligence, LLC | 29,271 | $6,384,000 | 2.98% |
| Summit Asset Management, LLC | 13,951 | $3,043,000 | 1.64% |
| Courage Miller Partners, LLC | 8,813 | $1,922,000 | 1.18% |
| Townsend & Associates, Inc | 4,180 | $938,000 | 0.98% |
| CAPITAL WEALTH MANAGEMENT, LLC | 2,925 | $638,000 | 0.80% |
| Empowered Funds, LLC | 12,173 | $3,201,000 | 0.71% |
| Neumann Capital Management, LLC | 3,994 | $871,000 | 0.63% |
| TAP Consulting, LLC | 4,055 | $884,000 | 0.60% |