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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,717,030 | +8.6% | 30,054 | +15.9% | 0.67% | +11.2% |
| Q2 2023 | $1,580,644 | +21.4% | 25,938 | +14.6% | 0.60% | +10.5% |
| Q1 2023 | $1,302,442 | +21.3% | 22,628 | +13.5% | 0.54% | +5.8% |
| Q4 2022 | $1,074,110 | +33.3% | 19,935 | +24.7% | 0.51% | +30.9% |
| Q3 2022 | $806,000 | -30.0% | 15,991 | -27.8% | 0.39% | -25.8% |
| Q2 2022 | $1,151,000 | -57.8% | 22,151 | -47.8% | 0.53% | -51.1% |
| Q1 2022 | $2,727,000 | +67.4% | 42,426 | +90.7% | 1.08% | +74.2% |
| Q4 2021 | $1,629,000 | – | 22,248 | – | 0.62% | – |
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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% |