ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,452 | +7.1% | 3,726 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $200,321 | -21.1% | 3,718 | -26.4% | 0.06% | -21.4% |
| Q3 2022 | $254,000 | -2.7% | 5,055 | +0.2% | 0.07% | 0.0% |
| Q2 2022 | $261,000 | -19.2% | 5,043 | +0.1% | 0.07% | -7.9% |
| Q1 2022 | $323,000 | -12.2% | 5,037 | +0.1% | 0.08% | -9.5% |
| Q4 2021 | $368,000 | +6.4% | 5,031 | +0.1% | 0.08% | -3.4% |
| Q3 2021 | $346,000 | +0.3% | 5,024 | +0.1% | 0.09% | -1.1% |
| Q2 2021 | $345,000 | +9.2% | 5,018 | +500.2% | 0.09% | 0.0% |
| Q1 2021 | $316,000 | -1.2% | 836 | +0.1% | 0.09% | -9.3% |
| Q4 2020 | $320,000 | +19.9% | 835 | 0.0% | 0.10% | +3.2% |
| Q3 2020 | $267,000 | +8.1% | 835 | 0.0% | 0.09% | +1.1% |
| Q2 2020 | $247,000 | +30.7% | 835 | -8.0% | 0.09% | +3.3% |
| Q1 2020 | $189,000 | -21.6% | 908 | 0.0% | 0.09% | +12.5% |
| Q4 2019 | $241,000 | -18.9% | 908 | -26.7% | 0.08% | -25.9% |
| Q3 2019 | $297,000 | -5.1% | 1,238 | +0.1% | 0.11% | -7.7% |
| Q2 2019 | $313,000 | +27.2% | 1,237 | +19.3% | 0.12% | +17.0% |
| Q1 2019 | $246,000 | +22.4% | 1,037 | 0.0% | 0.10% | +8.7% |
| Q4 2018 | $201,000 | – | 1,037 | – | 0.09% | – |
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% |