ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 218 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,559,192 | -4.2% | 27,292 | +2.2% | 0.48% | -0.4% |
| Q2 2023 | $1,626,795 | +9.2% | 26,695 | +3.1% | 0.48% | -1.4% |
| Q1 2023 | $1,489,941 | +13.3% | 25,885 | +6.0% | 0.49% | +2.7% |
| Q4 2022 | $1,315,372 | +24.4% | 24,413 | +16.3% | 0.48% | +11.7% |
| Q3 2022 | $1,057,000 | +19.7% | 20,984 | +23.5% | 0.43% | +22.4% |
| Q2 2022 | $883,000 | -5.1% | 16,996 | +17.5% | 0.35% | +18.4% |
| Q1 2022 | $930,000 | – | 14,462 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Provident Wealth Management, LLC | 14,162 | $3,089,000 | 3.77% |
| Matrix Trust Co | 56,617 | $12,349,000 | 3.34% |
| Systelligence, LLC | 29,271 | $6,384,000 | 2.98% |
| Summit Asset Management, LLC | 13,951 | $3,043,000 | 1.64% |
| Courage Miller Partners, LLC | 8,813 | $1,922,000 | 1.18% |
| Townsend & Associates, Inc | 4,180 | $938,000 | 0.98% |
| CAPITAL WEALTH MANAGEMENT, LLC | 2,925 | $638,000 | 0.80% |
| Empowered Funds, LLC | 12,173 | $3,201,000 | 0.71% |
| Neumann Capital Management, LLC | 3,994 | $871,000 | 0.63% |
| TAP Consulting, LLC | 4,055 | $884,000 | 0.60% |