ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 187 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |