ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,138 | -6.3% | 11,520 | 0.0% | 0.06% | -5.0% |
| Q2 2023 | $702,029 | +5.9% | 11,520 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $663,091 | +6.8% | 11,520 | 0.0% | 0.06% | +1.7% |
| Q4 2022 | $620,698 | +7.0% | 11,520 | 0.0% | 0.06% | -1.7% |
| Q3 2022 | $580,000 | -3.0% | 11,520 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $598,000 | -19.3% | 11,520 | 0.0% | 0.06% | -6.5% |
| Q1 2022 | $741,000 | +2.8% | 11,520 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $721,000 | -9.1% | 11,520 | 0.0% | 0.06% | -8.7% |
| Q3 2021 | $793,000 | -0.1% | 11,520 | 0.0% | 0.07% | -4.2% |
| Q2 2021 | $794,000 | +6.3% | 11,520 | +500.0% | 0.07% | -2.7% |
| Q1 2021 | $747,000 | -0.4% | 1,920 | 0.0% | 0.07% | -8.6% |
| Q4 2020 | $750,000 | -8.1% | 1,920 | -17.2% | 0.08% | -20.6% |
| Q3 2020 | $816,000 | +12.1% | 2,320 | 0.0% | 0.10% | -1.9% |
| Q2 2020 | $728,000 | +16.7% | 2,320 | -1.0% | 0.10% | -6.3% |
| Q1 2020 | $624,000 | -57.0% | 2,344 | -54.7% | 0.11% | -63.6% |
| Q4 2019 | $1,451,000 | -17.6% | 5,174 | -26.5% | 0.30% | -27.2% |
| Q3 2019 | $1,760,000 | +121.9% | 7,039 | +122.3% | 0.42% | +86.2% |
| Q2 2019 | $793,000 | +6.4% | 3,167 | 0.0% | 0.22% | -5.5% |
| Q1 2019 | $745,000 | – | 3,167 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 195,080 | $11,228,804 | 10.68% |
| CAPITAL WEALTH MANAGEMENT, LLC | 154,761 | $8,908,043 | 5.12% |
| ETFIDEA, LLC | 125,898 | $7,246,689 | 3.16% |
| Scott Capital Advisors, LLC | 111,999 | $6,446,645 | 3.11% |
| Northern Capital Management, Inc. | 61,170 | $3,520,958 | 3.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337,567 | $19,430,340 | 2.54% |
| Matrix Trust Co | 163,298 | $9,399 | 2.53% |
| FORTE CAPITAL LLC /ADV | 270,445 | $15,566,824 | 2.38% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 66,144 | $3,807,285 | 2.37% |
| Rodgers & Associates, LTD | 229,330 | $13,200,235 | 2.05% |