ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,671 | -3.5% | 169,277 | +2.9% | 2.52% | -2.3% |
| Q2 2023 | $10,022 | +6.6% | 164,450 | +0.7% | 2.58% | +2.1% |
| Q1 2023 | $9,399 | +8.8% | 163,298 | +1.9% | 2.53% | +15.8% |
| Q4 2022 | $8,636 | -99.9% | 160,274 | -0.3% | 2.19% | -5.4% |
| Q3 2022 | $8,101,000 | -4.5% | 160,804 | -1.5% | 2.31% | -1.4% |
| Q2 2022 | $8,481,000 | -21.5% | 163,285 | -2.9% | 2.34% | -12.4% |
| Q1 2022 | $10,809,000 | -14.1% | 168,150 | -2.1% | 2.67% | -12.4% |
| Q4 2021 | $12,578,000 | +5.9% | 171,742 | -0.4% | 3.05% | +0.4% |
| Q3 2021 | $11,874,000 | -43.4% | 172,381 | -43.4% | 3.04% | -44.6% |
| Q2 2021 | $20,983,000 | +6.3% | 304,586 | +483.6% | 5.49% | +1.8% |
| Q1 2021 | $19,738,000 | -2.4% | 52,195 | -1.3% | 5.39% | -5.2% |
| Q4 2020 | $20,228,000 | +17.4% | 52,885 | -1.7% | 5.69% | +12.4% |
| Q3 2020 | $17,234,000 | +9.8% | 53,780 | +0.4% | 5.06% | +26.5% |
| Q2 2020 | $15,700,000 | +27.1% | 53,549 | -5.4% | 4.00% | +19.9% |
| Q1 2020 | $12,349,000 | -18.5% | 56,617 | -1.8% | 3.34% | +3.2% |
| Q4 2019 | $15,156,000 | +8.8% | 57,633 | +0.7% | 3.23% | +4.3% |
| Q3 2019 | $13,936,000 | -3.7% | 57,251 | -0.5% | 3.10% | -14.7% |
| Q2 2019 | $14,477,000 | – | 57,557 | – | 3.63% | – |
Download | ||||||
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% |