ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |