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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,001,000 | +8.2% | 19,868 | +11.4% | 0.06% | +7.5% |
| Q2 2022 | $925,000 | -19.6% | 17,836 | -0.4% | 0.05% | -5.4% |
| Q1 2022 | $1,150,000 | +65.2% | 17,901 | +88.3% | 0.06% | -18.8% |
| Q4 2021 | $696,000 | +0.6% | 9,508 | -5.4% | 0.07% | -2.8% |
| Q2 2021 | $692,000 | +8.6% | 10,048 | +497.0% | 0.07% | -17.4% |
| Q1 2021 | $637,000 | -4.5% | 1,683 | -3.4% | 0.09% | -12.2% |
| Q4 2020 | $667,000 | +25.4% | 1,743 | +5.1% | 0.10% | +12.6% |
| Q3 2020 | $532,000 | +6.8% | 1,659 | -2.2% | 0.09% | -3.3% |
| Q2 2020 | $498,000 | +47.8% | 1,697 | +9.6% | 0.09% | +16.9% |
| Q1 2020 | $337,000 | -17.2% | 1,548 | 0.0% | 0.08% | +24.2% |
| Q4 2019 | $407,000 | -74.0% | 1,548 | -76.0% | 0.06% | -81.0% |
| Q3 2019 | $1,567,000 | +315.6% | 6,438 | +331.2% | 0.33% | +552.0% |
| Q2 2019 | $377,000 | -69.6% | 1,493 | -71.6% | 0.05% | -81.9% |
| Q1 2019 | $1,241,000 | +9.8% | 5,262 | -9.1% | 0.28% | -9.2% |
| Q4 2018 | $1,130,000 | – | 5,791 | – | 0.30% | – |
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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% |