ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,329 | -6.1% | 11,838 | 0.0% | 0.00% | +200.0% |
| Q2 2023 | $721,408 | +28.3% | 11,838 | +21.2% | 0.00% | -90.9% |
| Q1 2023 | $562,246 | +48.2% | 9,768 | 0.0% | 0.01% | +120.0% |
| Q4 2022 | $379,345 | -29.4% | 9,768 | -8.2% | 0.01% | -28.6% |
| Q3 2022 | $537,000 | -3.1% | 10,644 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $554,000 | +8.8% | 10,644 | +34.5% | 0.01% | +40.0% |
| Q1 2022 | $509,000 | -12.2% | 7,914 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $580,000 | +6.2% | 7,914 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $546,000 | +18.7% | 7,914 | +18.6% | 0.01% | 0.0% |
| Q2 2021 | $460,000 | +9.3% | 6,672 | +500.0% | 0.01% | 0.0% |
| Q1 2021 | $421,000 | -0.9% | 1,112 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $425,000 | +19.4% | 1,112 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $356,000 | +9.2% | 1,112 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $326,000 | -2.4% | 1,112 | -27.5% | 0.01% | -30.0% |
| Q1 2020 | $334,000 | -18.3% | 1,533 | -1.4% | 0.01% | -9.1% |
| Q4 2019 | $409,000 | +7.9% | 1,555 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $379,000 | – | 1,555 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 174,462 | $12,017,000 | 3.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,760 | $18,581,000 | 3.07% |
| Matrix Trust Co | 172,381 | $11,874,000 | 3.04% |
| Stewardship Advisors, LLC | 105,647 | $7,277,000 | 2.75% |
| CAPITAL WEALTH MANAGEMENT, LLC | 49,559 | $3,414,000 | 2.64% |
| LEO BROKERAGE, LLC | 178,739 | $12,312,000 | 2.28% |
| Colonial River Wealth Management, LLC | 30,704 | $2,222,000 | 1.57% |
| CALIBER WEALTH MANAGEMENT, LLC | 30,704 | $2,222,000 | 1.57% |
| Summit Asset Management, LLC | 71,497 | $4,925,000 | 1.54% |
| Portfolio Strategies, Inc. | 110,793 | $7,631,000 | 1.53% |