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 | $2,088,616 | +8.3% | 36,559 | +15.5% | 0.51% | +16.6% |
| Q2 2023 | $1,928,264 | +9.2% | 31,642 | +3.2% | 0.43% | +2.1% |
| Q1 2023 | $1,765,423 | +14.4% | 30,671 | +7.1% | 0.42% | +12.4% |
| Q4 2022 | $1,543,285 | +12.0% | 28,643 | +4.7% | 0.38% | +5.3% |
| Q3 2022 | $1,378,000 | -0.7% | 27,350 | +2.4% | 0.36% | +40.8% |
| Q2 2022 | $1,388,000 | -26.6% | 26,719 | -9.2% | 0.26% | -20.8% |
| Q1 2022 | $1,892,000 | -20.1% | 29,439 | -14.4% | 0.32% | -24.6% |
| Q3 2021 | $2,369,000 | +2.8% | 34,399 | +2.9% | 0.43% | -1.2% |
| Q2 2021 | $2,304,000 | +17.4% | 33,444 | +544.1% | 0.43% | +5.9% |
| Q1 2021 | $1,963,000 | +8.9% | 5,192 | +10.1% | 0.41% | +0.7% |
| Q4 2020 | $1,803,000 | +20.1% | 4,715 | +0.7% | 0.40% | +4.7% |
| Q3 2020 | $1,501,000 | +6.8% | 4,684 | -2.3% | 0.39% | -27.4% |
| Q2 2020 | $1,406,000 | +39.1% | 4,794 | +3.4% | 0.53% | +20.0% |
| Q1 2020 | $1,011,000 | -15.9% | 4,637 | +1.5% | 0.44% | -6.7% |
| Q4 2019 | $1,202,000 | – | 4,570 | – | 0.48% | – |
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% |