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 | $458,125 | -6.3% | 8,019 | 0.0% | 0.10% | -9.2% |
| Q2 2023 | $488,678 | +5.9% | 8,019 | 0.0% | 0.11% | -5.2% |
| Q1 2023 | $461,574 | +6.8% | 8,019 | 0.0% | 0.12% | -7.3% |
| Q4 2022 | $432,064 | +6.9% | 8,019 | 0.0% | 0.12% | -7.5% |
| Q3 2022 | $404,000 | -3.1% | 8,019 | 0.0% | 0.13% | -5.6% |
| Q2 2022 | $417,000 | -34.9% | 8,019 | -19.6% | 0.14% | -29.4% |
| Q1 2022 | $641,000 | +20.3% | 9,973 | +37.1% | 0.20% | +15.5% |
| Q4 2021 | $533,000 | +6.4% | 7,273 | 0.0% | 0.17% | -8.4% |
| Q3 2021 | $501,000 | 0.0% | 7,273 | -0.0% | 0.19% | -11.2% |
| Q2 2021 | $501,000 | +9.4% | 7,274 | +500.2% | 0.21% | -4.5% |
| Q1 2021 | $458,000 | -3.6% | 1,212 | -2.5% | 0.22% | -15.8% |
| Q4 2020 | $475,000 | – | 1,243 | – | 0.27% | – |
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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% |