ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,455 | -3.3% | 6,852 | -2.5% | 0.03% | -13.2% |
| Q1 2023 | $404,647 | +127147.5% | 7,030 | +18.8% | 0.04% | +18.8% |
| Q4 2022 | $318 | -99.9% | 5,916 | +1.2% | 0.03% | +18.5% |
| Q3 2022 | $294,000 | -3.0% | 5,846 | 0.0% | 0.03% | -15.6% |
| Q2 2022 | $303,000 | -19.2% | 5,846 | 0.0% | 0.03% | -15.8% |
| Q1 2022 | $375,000 | +28.9% | 5,846 | +47.0% | 0.04% | +35.7% |
| Q4 2021 | $291,000 | +6.2% | 3,978 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $274,000 | 0.0% | 3,978 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $274,000 | +9.6% | 3,978 | +500.0% | 0.03% | -3.2% |
| Q1 2021 | $250,000 | -1.2% | 663 | 0.0% | 0.03% | -11.4% |
| Q4 2020 | $253,000 | -1.2% | 663 | -17.1% | 0.04% | -14.6% |
| Q3 2020 | $256,000 | +9.4% | 800 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $234,000 | +11.4% | 800 | 0.0% | 0.04% | +10.5% |
| Q4 2019 | $210,000 | – | 800 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ETFIDEA, LLC | 126,017 | $6,545,323 | 3.27% |
| CAPITAL WEALTH MANAGEMENT, LLC | 83,945 | $4,360,000 | 3.23% |
| Matrix Trust Co | 163,285 | $8,481,000 | 2.34% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 59,114 | $3,378,000 | 2.08% |
| Second Half Financial Partners, LLC | 6,965 | $2,634,000 | 2.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228,199 | $11,853,000 | 1.95% |
| Bogart Wealth, LLC | 378,531 | $19,661,000 | 1.72% |
| Masso Torrence Wealth Management Inc. | 32,289 | $1,677,000 | 1.48% |
| Fermata Advisors, LLC | 76,876 | $3,994,000 | 1.39% |
| Rodgers & Associates, LTD | 149,901 | $7,786,000 | 1.34% |