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 | $57 | -6.6% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $61 | +5.2% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $58 | -46.3% | 1 | -50.0% | 0.00% | – |
| Q4 2022 | $108 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $2,161,000 | +20.5% | 5,649 | +0.9% | 2.51% | +20.7% |
| Q3 2020 | $1,794,000 | -55.1% | 5,597 | -58.9% | 2.08% | -52.7% |
| Q2 2020 | $3,994,000 | +29.3% | 13,622 | -3.8% | 4.40% | +16.6% |
| Q1 2020 | $3,089,000 | -31.6% | 14,162 | -17.5% | 3.77% | -6.3% |
| Q4 2019 | $4,517,000 | – | 17,175 | – | 4.03% | – |
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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% |