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 | $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% | – |
Download | ||||||
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% |