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 | $820,958 | -6.3% | 14,370 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $875,708 | +5.9% | 14,370 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $827,137 | +6.8% | 14,370 | 0.0% | 0.02% | -13.6% |
| Q4 2022 | $774,256 | +6.9% | 14,370 | 0.0% | 0.02% | +10.0% |
| Q3 2022 | $724,000 | -2.9% | 14,370 | 0.0% | 0.02% | -13.0% |
| Q2 2022 | $746,000 | -19.3% | 14,370 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $924,000 | -12.2% | 14,370 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $1,052,000 | +6.3% | 14,370 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $990,000 | 0.0% | 14,370 | 0.0% | 0.03% | -10.3% |
| Q2 2021 | $990,000 | – | 14,370 | – | 0.03% | – |
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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% |