ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |