CAPITAL WEALTH MANAGEMENT, LLC - ISHARES TR ownership

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
CAPITAL WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$204,0008380.22%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Provident Wealth Management, LLC 14,162$3,089,0003.77%
Matrix Trust Co 56,617$12,349,0003.34%
Systelligence, LLC 29,271$6,384,0002.98%
Summit Asset Management, LLC 13,951$3,043,0001.64%
Courage Miller Partners, LLC 8,813$1,922,0001.18%
Townsend & Associates, Inc 4,180$938,0000.98%
CAPITAL WEALTH MANAGEMENT, LLC 2,925$638,0000.80%
Empowered Funds, LLC 12,173$3,201,0000.71%
Neumann Capital Management, LLC 3,994$871,0000.63%
TAP Consulting, LLC 4,055$884,0000.60%
View complete list of ISHARES TR shareholders