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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,186,190 | +2.4% | 20,763 | +9.2% | 0.02% | +5.9% |
| Q2 2023 | $1,158,226 | +7.5% | 19,006 | +1.6% | 0.02% | 0.0% |
| Q1 2023 | $1,077,005 | +6.0% | 18,711 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $1,016,015 | +4.1% | 18,857 | -2.7% | 0.02% | -5.6% |
| Q3 2022 | $976,000 | -11.0% | 19,380 | -8.2% | 0.02% | -10.0% |
| Q2 2022 | $1,097,000 | -43.1% | 21,117 | -29.6% | 0.02% | -33.3% |
| Q1 2022 | $1,928,000 | -13.5% | 29,991 | -1.5% | 0.03% | -11.8% |
| Q4 2021 | $2,230,000 | +125.5% | 30,453 | +112.1% | 0.03% | +100.0% |
| Q3 2021 | $989,000 | +39.5% | 14,361 | +39.5% | 0.02% | +41.7% |
| Q2 2021 | $709,000 | -99.9% | 10,295 | +223.9% | 0.01% | +9.1% |
| Q1 2021 | $1,201,760,000 | +3081335.9% | 3,178 | +2985.4% | 0.01% | +1000.0% |
| Q4 2020 | $39,000 | – | 103 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 174,462 | $12,017,000 | 3.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,760 | $18,581,000 | 3.07% |
| Matrix Trust Co | 172,381 | $11,874,000 | 3.04% |
| Stewardship Advisors, LLC | 105,647 | $7,277,000 | 2.75% |
| CAPITAL WEALTH MANAGEMENT, LLC | 49,559 | $3,414,000 | 2.64% |
| LEO BROKERAGE, LLC | 178,739 | $12,312,000 | 2.28% |
| Colonial River Wealth Management, LLC | 30,704 | $2,222,000 | 1.57% |
| CALIBER WEALTH MANAGEMENT, LLC | 30,704 | $2,222,000 | 1.57% |
| Summit Asset Management, LLC | 71,497 | $4,925,000 | 1.54% |
| Portfolio Strategies, Inc. | 110,793 | $7,631,000 | 1.53% |