ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,086,641 | -5.5% | 159,052 | +0.8% | 4.98% | -4.8% |
| Q2 2023 | $9,615,906 | +7.9% | 157,793 | +2.0% | 5.23% | +2.3% |
| Q1 2023 | $8,908,043 | +60.1% | 154,761 | +49.9% | 5.12% | +35.9% |
| Q4 2022 | $5,562,895 | +26.5% | 103,246 | +18.3% | 3.76% | +10.4% |
| Q3 2022 | $4,396,000 | +0.8% | 87,255 | +3.9% | 3.41% | +5.4% |
| Q2 2022 | $4,360,000 | +14.8% | 83,945 | +42.1% | 3.23% | +26.2% |
| Q1 2022 | $3,799,000 | +3.6% | 59,093 | +18.1% | 2.56% | -0.3% |
| Q4 2021 | $3,666,000 | +7.4% | 50,050 | +1.0% | 2.57% | -2.6% |
| Q3 2021 | $3,414,000 | -2.8% | 49,559 | -2.8% | 2.64% | +2.6% |
| Q2 2021 | $3,512,000 | +31.5% | 50,968 | +621.6% | 2.57% | +21.5% |
| Q1 2021 | $2,670,000 | +5.4% | 7,063 | +6.7% | 2.12% | -3.2% |
| Q4 2020 | $2,533,000 | +22.1% | 6,622 | +2.3% | 2.19% | +4.6% |
| Q3 2020 | $2,074,000 | +166.9% | 6,471 | +144.3% | 2.09% | +152.4% |
| Q2 2020 | $777,000 | +21.8% | 2,649 | -9.4% | 0.83% | +3.5% |
| Q1 2020 | $638,000 | +97.5% | 2,925 | +138.4% | 0.80% | +142.4% |
| Q4 2019 | $323,000 | +58.3% | 1,227 | +46.4% | 0.33% | +51.4% |
| Q3 2019 | $204,000 | – | 838 | – | 0.22% | – |
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% |