ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,864 | -36.5% | 3,936 | -32.2% | 0.11% | -32.7% |
| Q2 2023 | $353,940 | +5.9% | 5,808 | 0.0% | 0.17% | -3.4% |
| Q1 2023 | $334,308 | -23.5% | 5,808 | -28.3% | 0.17% | -25.3% |
| Q4 2022 | $436,751 | -8.4% | 8,106 | -14.4% | 0.23% | -17.7% |
| Q3 2022 | $477,000 | -3.6% | 9,471 | -0.7% | 0.28% | -1.4% |
| Q2 2022 | $495,000 | -66.2% | 9,537 | -58.2% | 0.29% | -58.3% |
| Q1 2022 | $1,466,000 | -12.2% | 22,806 | 0.0% | 0.69% | -17.9% |
| Q4 2021 | $1,670,000 | +4.0% | 22,806 | -2.2% | 0.84% | -2.0% |
| Q3 2021 | $1,606,000 | -3.9% | 23,317 | -3.9% | 0.86% | -3.9% |
| Q2 2021 | $1,671,000 | +10.2% | 24,254 | +504.5% | 0.89% | +1.4% |
| Q1 2021 | $1,517,000 | +3.0% | 4,012 | +4.2% | 0.88% | -12.3% |
| Q4 2020 | $1,473,000 | – | 3,850 | – | 1.00% | – |
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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% |