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 | $329,505 | -4.8% | 5,768 | +1.5% | 0.02% | -5.6% |
| Q2 2023 | $346,300 | +7.3% | 5,683 | +1.4% | 0.02% | -10.0% |
| Q1 2023 | $322,650 | +13.7% | 5,605 | +6.5% | 0.02% | +17.6% |
| Q4 2022 | $283,666 | +456.2% | 5,265 | +418.2% | 0.02% | +325.0% |
| Q3 2022 | $51,000 | -32.9% | 1,016 | -29.8% | 0.00% | 0.0% |
| Q2 2022 | $76,000 | -40.6% | 1,448 | -27.5% | 0.00% | -20.0% |
| Q1 2022 | $128,000 | -10.5% | 1,997 | +2.1% | 0.01% | 0.0% |
| Q4 2021 | $143,000 | -8.3% | 1,955 | -13.2% | 0.01% | -16.7% |
| Q3 2021 | $156,000 | 0.0% | 2,253 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $156,000 | +4.7% | 2,252 | +0.0% | 0.01% | +50.0% |
| Q1 2021 | $149,000 | -6.9% | 2,251 | +429.6% | 0.00% | -33.3% |
| Q4 2020 | $160,000 | +19.4% | 425 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $134,000 | +10.7% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $121,000 | +33.0% | 425 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $91,000 | +250.0% | 425 | +325.0% | 0.01% | +500.0% |
| Q4 2019 | $26,000 | +136.4% | 100 | +31.6% | 0.00% | -50.0% |
| Q2 2016 | $11,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | – | 76 | – | 0.00% | – |
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% |