ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 212 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,434,260 | +52.0% | 59,664 | +42.3% | 0.16% | +39.1% |
| Q4 2022 | $2,259,189 | +9.6% | 41,930 | +2.5% | 0.12% | 0.0% |
| Q3 2022 | $2,061,000 | +1.3% | 40,906 | +4.4% | 0.12% | +2.7% |
| Q2 2022 | $2,035,000 | -9.6% | 39,174 | +11.9% | 0.11% | -14.5% |
| Q1 2022 | $2,250,000 | -5.1% | 35,007 | +8.2% | 0.13% | -10.9% |
| Q4 2021 | $2,371,000 | +3.3% | 32,367 | -2.9% | 0.15% | -7.0% |
| Q3 2021 | $2,296,000 | +457.3% | 33,336 | +457.2% | 0.16% | +426.7% |
| Q2 2021 | $412,000 | +15.1% | 5,983 | +531.8% | 0.03% | -11.8% |
| Q1 2021 | $358,000 | – | 947 | – | 0.03% | – |
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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% |