ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 212 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,927,000 | +10.4% | 54,906 | +10.5% | 1.35% | +10.4% |
| Q2 2022 | $2,651,000 | -9.8% | 49,698 | +6.4% | 1.22% | -9.4% |
| Q1 2022 | $2,938,000 | +12.3% | 46,715 | +20.1% | 1.35% | -5.6% |
| Q4 2021 | $2,616,000 | -0.0% | 38,899 | +3.0% | 1.43% | +10.8% |
| Q3 2021 | $2,617,000 | -0.1% | 37,770 | +0.3% | 1.29% | -15.6% |
| Q2 2021 | $2,620,000 | +11.9% | 37,642 | +507.9% | 1.53% | +0.7% |
| Q1 2021 | $2,342,000 | -1.3% | 6,192 | -0.1% | 1.52% | -12.0% |
| Q4 2020 | $2,372,000 | +15.5% | 6,201 | +2.8% | 1.73% | +7.5% |
| Q3 2020 | $2,054,000 | +38.4% | 6,031 | +19.2% | 1.61% | +28.9% |
| Q2 2020 | $1,484,000 | +58.2% | 5,061 | +21.1% | 1.25% | +27.9% |
| Q1 2020 | $938,000 | -6.3% | 4,180 | +11.9% | 0.98% | +11.4% |
| Q4 2019 | $1,001,000 | +20.9% | 3,736 | +7.0% | 0.88% | +10.6% |
| Q3 2019 | $828,000 | – | 3,492 | – | 0.79% | – |
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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% |