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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215,965 | +7.0% | 3,752 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $201,834 | +6.8% | 3,746 | -0.3% | 0.01% | -7.7% |
| Q3 2022 | $189,000 | -6.4% | 3,757 | -3.3% | 0.01% | -7.1% |
| Q2 2022 | $202,000 | -6.9% | 3,886 | +15.1% | 0.01% | +7.7% |
| Q1 2022 | $217,000 | -10.0% | 3,376 | +2.5% | 0.01% | -13.3% |
| Q4 2021 | $241,000 | +3.4% | 3,294 | -2.5% | 0.02% | -6.2% |
| Q3 2021 | $233,000 | -5.7% | 3,377 | -5.8% | 0.02% | -11.1% |
| Q2 2021 | $247,000 | +13.3% | 3,584 | +522.2% | 0.02% | -5.3% |
| Q1 2021 | $218,000 | -18.4% | 576 | -17.4% | 0.02% | -20.8% |
| Q4 2020 | $267,000 | +10.3% | 697 | -7.7% | 0.02% | +50.0% |
| Q3 2020 | $242,000 | -64.8% | 755 | -67.8% | 0.02% | -82.0% |
| Q2 2020 | $688,000 | – | 2,347 | – | 0.09% | – |
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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% |