ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,926 | -10.7% | 5,915 | -4.7% | 0.09% | -6.5% |
| Q2 2023 | $378,257 | +3.0% | 6,207 | -2.7% | 0.09% | +3.3% |
| Q1 2023 | $367,108 | +7.4% | 6,378 | +0.5% | 0.09% | 0.0% |
| Q4 2022 | $341,827 | -29.4% | 6,344 | -33.9% | 0.09% | -30.8% |
| Q3 2022 | $484,000 | -1.6% | 9,601 | +1.3% | 0.13% | -5.1% |
| Q2 2022 | $492,000 | -61.0% | 9,477 | -51.7% | 0.14% | -58.5% |
| Q1 2022 | $1,261,000 | -44.4% | 19,624 | -36.6% | 0.33% | -36.3% |
| Q4 2021 | $2,269,000 | -11.2% | 30,975 | -16.5% | 0.52% | -24.5% |
| Q3 2021 | $2,554,000 | -12.2% | 37,074 | -12.2% | 0.69% | -15.9% |
| Q2 2021 | $2,909,000 | +19.1% | 42,221 | +553.8% | 0.82% | +7.7% |
| Q1 2021 | $2,442,000 | -0.9% | 6,458 | +0.2% | 0.76% | -14.6% |
| Q4 2020 | $2,464,000 | +12.2% | 6,443 | -6.0% | 0.89% | +2.9% |
| Q3 2020 | $2,197,000 | +52.4% | 6,857 | +39.4% | 0.86% | +21.5% |
| Q2 2020 | $1,442,000 | +63.1% | 4,919 | +21.3% | 0.71% | +19.3% |
| Q1 2020 | $884,000 | -17.8% | 4,055 | -0.9% | 0.60% | -0.7% |
| Q4 2019 | $1,076,000 | +7.9% | 4,091 | -0.1% | 0.60% | +1.9% |
| Q3 2019 | $997,000 | -56.3% | 4,096 | -57.7% | 0.59% | -65.9% |
| Q1 2019 | $2,280,000 | – | 9,691 | – | 1.72% | – |
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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% |