ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 187 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $216,000 | -4.0% | 4,281 | -1.3% | 0.24% | -3.6% |
| Q2 2022 | $225,000 | -65.6% | 4,336 | -57.4% | 0.25% | -66.8% |
| Q1 2022 | $655,000 | -7.7% | 10,187 | +5.1% | 0.75% | -7.5% |
| Q4 2021 | $710,000 | +12.0% | 9,693 | +5.2% | 0.81% | +49.4% |
| Q3 2021 | $634,000 | -1.4% | 9,211 | -1.3% | 0.54% | -2.0% |
| Q2 2021 | $643,000 | -19.2% | 9,329 | +343.0% | 0.56% | -21.7% |
| Q1 2021 | $796,000 | 0.0% | 2,106 | +1.2% | 0.71% | -5.6% |
| Q4 2020 | $796,000 | +1.9% | 2,080 | -14.7% | 0.75% | +2.7% |
| Q3 2020 | $781,000 | +4.1% | 2,438 | -1.9% | 0.73% | -3.2% |
| Q2 2020 | $750,000 | – | 2,486 | – | 0.76% | – |
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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% |