ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,380 | -7.5% | 7,621 | -1.3% | 0.24% | -6.2% |
| Q2 2023 | $470,548 | -3.6% | 7,722 | -8.9% | 0.26% | +30.2% |
| Q1 2023 | $487,925 | -5.3% | 8,477 | -11.4% | 0.20% | -19.4% |
| Q4 2022 | $515,270 | -23.6% | 9,563 | -24.0% | 0.25% | -31.4% |
| Q3 2022 | $674,000 | -8.5% | 12,587 | -9.6% | 0.36% | -14.9% |
| Q2 2022 | $737,000 | -59.4% | 13,916 | -50.4% | 0.42% | -54.9% |
| Q1 2022 | $1,815,000 | -19.1% | 28,082 | -8.3% | 0.94% | -14.7% |
| Q4 2021 | $2,244,000 | +46.5% | 30,637 | +37.7% | 1.10% | +11.1% |
| Q3 2021 | $1,532,000 | +8.2% | 22,245 | +8.2% | 0.99% | +5.4% |
| Q2 2021 | $1,416,000 | +44.0% | 20,554 | +690.8% | 0.94% | +18.0% |
| Q1 2021 | $983,000 | +40.8% | 2,599 | +42.5% | 0.80% | +22.5% |
| Q4 2020 | $698,000 | – | 1,824 | – | 0.65% | – |
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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% |