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 2022 | $269,000 | -23.4% | 4,183 | -12.7% | 0.09% | -12.6% |
| Q4 2021 | $351,000 | +3.2% | 4,789 | -2.9% | 0.10% | -7.2% |
| Q3 2021 | $340,000 | -4.2% | 4,932 | -4.2% | 0.11% | -2.6% |
| Q2 2021 | $355,000 | -87.9% | 5,150 | -33.8% | 0.11% | -88.9% |
| Q1 2021 | $2,942,000 | +1.2% | 7,780 | +2.4% | 1.02% | -3.4% |
| Q4 2020 | $2,907,000 | +99.5% | 7,600 | +67.1% | 1.06% | +82.9% |
| Q3 2020 | $1,457,000 | +16.2% | 4,548 | +6.3% | 0.58% | +8.8% |
| Q2 2020 | $1,254,000 | +351.1% | 4,278 | +235.3% | 0.53% | +238.9% |
| Q1 2020 | $278,000 | -85.3% | 1,276 | -82.3% | 0.16% | -85.3% |
| Q4 2019 | $1,891,000 | +14.9% | 7,191 | +6.3% | 1.07% | +8.7% |
| Q3 2019 | $1,646,000 | – | 6,762 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 195,080 | $11,228,804 | 10.68% |
| CAPITAL WEALTH MANAGEMENT, LLC | 154,761 | $8,908,043 | 5.12% |
| ETFIDEA, LLC | 125,898 | $7,246,689 | 3.16% |
| Scott Capital Advisors, LLC | 111,999 | $6,446,645 | 3.11% |
| Northern Capital Management, Inc. | 61,170 | $3,520,958 | 3.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337,567 | $19,430,340 | 2.54% |
| Matrix Trust Co | 163,298 | $9,399 | 2.53% |
| FORTE CAPITAL LLC /ADV | 270,445 | $15,566,824 | 2.38% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 66,144 | $3,807,285 | 2.37% |
| Rodgers & Associates, LTD | 229,330 | $13,200,235 | 2.05% |