ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 187 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,988 | -14.1% | 4,813 | -8.4% | 0.04% | -7.3% |
| Q2 2023 | $320,070 | +7.7% | 5,252 | +1.7% | 0.04% | 0.0% |
| Q1 2023 | $297,297 | -7.2% | 5,165 | -13.1% | 0.04% | -12.8% |
| Q4 2022 | $320,333 | -44.0% | 5,945 | -47.7% | 0.05% | -44.0% |
| Q3 2022 | $572,000 | -4.5% | 11,358 | -1.5% | 0.08% | +6.3% |
| Q2 2022 | $599,000 | -35.5% | 11,533 | -20.2% | 0.08% | -16.8% |
| Q1 2022 | $928,000 | -11.0% | 14,446 | +1.4% | 0.10% | -5.9% |
| Q4 2021 | $1,043,000 | +1.1% | 14,246 | -4.9% | 0.10% | -9.8% |
| Q3 2021 | $1,032,000 | -7.9% | 14,985 | -7.8% | 0.11% | -11.8% |
| Q2 2021 | $1,120,000 | -49.1% | 16,255 | +179.4% | 0.13% | -55.6% |
| Q1 2021 | $2,200,000 | -1.0% | 5,818 | +0.2% | 0.29% | -10.6% |
| Q4 2020 | $2,222,000 | +30.3% | 5,808 | +9.2% | 0.32% | +5.6% |
| Q3 2020 | $1,705,000 | +67.6% | 5,320 | +53.4% | 0.30% | +53.0% |
| Q2 2020 | $1,017,000 | – | 3,468 | – | 0.20% | – |
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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% |