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 | $270,970 | -8.1% | 4,743 | -2.0% | 0.04% | -5.4% |
| Q2 2023 | $294,945 | +3.8% | 4,840 | -1.9% | 0.04% | -2.6% |
| Q1 2023 | $284,036 | +10.6% | 4,935 | +3.5% | 0.04% | +2.7% |
| Q4 2022 | $256,909 | +7.9% | 4,768 | +0.8% | 0.04% | +2.8% |
| Q3 2022 | $238,000 | +80.3% | 4,730 | +86.7% | 0.04% | +111.8% |
| Q2 2022 | $132,000 | -53.2% | 2,534 | -38.0% | 0.02% | -50.0% |
| Q2 2021 | $282,000 | +25.3% | 4,087 | +586.9% | 0.03% | +13.3% |
| Q1 2021 | $225,000 | +150.0% | 595 | +56.2% | 0.03% | +100.0% |
| Q1 2019 | $90,000 | +13.9% | 381 | -6.2% | 0.02% | -6.2% |
| Q4 2018 | $79,000 | -17.7% | 406 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $96,000 | -4.0% | 406 | -11.0% | 0.02% | -11.1% |
| Q2 2018 | $100,000 | +4.2% | 456 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $96,000 | +4.3% | 456 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $92,000 | – | 456 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 204,176 | $11,664,548 | 11.07% |
| Cosner Financial Group, LLC | 147,004 | $8,398,339 | 7.40% |
| Cornerstone Planning Group LLC | 231,941 | $13,250,799 | 5.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 159,052 | $9,086,641 | 4.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 613,142 | $35,028,777 | 4.08% |
| Scott Capital Advisors, LLC | 145,876 | $8,409,749 | 3.35% |
| ETFIDEA, LLC | 123,457 | $7,053,098 | 3.00% |
| Matrix Trust Co | 169,277 | $9,671 | 2.52% |
| Integrated Investment Consultants, LLC | 137,377 | $7,848,341 | 2.43% |
| FORTE CAPITAL LLC /ADV | 270,366 | $15,445,983 | 2.38% |