ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,637 | -6.3% | 3,862 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $235,351 | +5.9% | 3,862 | 0.0% | 0.11% | 0.0% |
| Q1 2023 | $222,297 | -5.0% | 3,862 | -11.1% | 0.11% | -5.1% |
| Q4 2022 | $233,947 | +6.8% | 4,342 | 0.0% | 0.12% | -2.5% |
| Q3 2022 | $219,000 | -3.1% | 4,342 | 0.0% | 0.12% | +5.2% |
| Q2 2022 | $226,000 | -19.9% | 4,342 | -1.1% | 0.12% | -8.0% |
| Q1 2022 | $282,000 | -12.4% | 4,392 | 0.0% | 0.12% | -13.8% |
| Q4 2021 | $322,000 | +6.3% | 4,392 | 0.0% | 0.14% | -0.7% |
| Q3 2021 | $303,000 | -0.7% | 4,392 | -0.8% | 0.15% | -1.4% |
| Q2 2021 | $305,000 | +9.3% | 4,428 | +500.0% | 0.15% | +4.2% |
| Q1 2021 | $279,000 | -1.1% | 738 | 0.0% | 0.14% | -10.7% |
| Q4 2020 | $282,000 | +19.5% | 738 | 0.0% | 0.16% | +7.4% |
| Q3 2020 | $236,000 | +9.3% | 738 | 0.0% | 0.15% | +7.2% |
| Q2 2020 | $216,000 | +34.2% | 738 | 0.0% | 0.14% | +16.0% |
| Q1 2020 | $161,000 | -17.0% | 738 | 0.0% | 0.12% | -4.0% |
| Q4 2019 | $194,000 | +7.8% | 738 | 0.0% | 0.12% | +4.2% |
| Q3 2019 | $180,000 | -3.2% | 738 | 0.0% | 0.12% | -2.5% |
| Q2 2019 | $186,000 | +6.9% | 738 | 0.0% | 0.12% | +3.4% |
| Q1 2019 | $174,000 | +21.7% | 738 | 0.0% | 0.12% | +4.4% |
| Q4 2018 | $143,000 | -17.8% | 738 | 0.0% | 0.11% | -11.7% |
| Q3 2018 | $174,000 | +7.4% | 738 | 0.0% | 0.13% | +3.2% |
| Q2 2018 | $162,000 | – | 738 | – | 0.12% | – |
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% |