ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,447 | -6.6% | 7,622 | -0.4% | 0.28% | -3.8% |
| Q2 2023 | $466,433 | +5.6% | 7,654 | -0.3% | 0.29% | +2.5% |
| Q1 2023 | $441,832 | +3.3% | 7,676 | -3.3% | 0.28% | +0.7% |
| Q4 2022 | $427,915 | -30.3% | 7,942 | -34.8% | 0.28% | -36.8% |
| Q3 2022 | $614,000 | -14.7% | 12,189 | -12.0% | 0.44% | -10.8% |
| Q2 2022 | $720,000 | -43.8% | 13,854 | -30.4% | 0.49% | -36.4% |
| Q1 2022 | $1,280,000 | -35.1% | 19,907 | -26.1% | 0.77% | -33.8% |
| Q4 2021 | $1,973,000 | -11.0% | 26,933 | -16.3% | 1.17% | -18.3% |
| Q3 2021 | $2,216,000 | -20.5% | 32,167 | -20.5% | 1.43% | -20.0% |
| Q2 2021 | $2,789,000 | +9.0% | 40,481 | +498.5% | 1.78% | +1.8% |
| Q1 2021 | $2,558,000 | +19.6% | 6,764 | +21.0% | 1.75% | +11.2% |
| Q4 2020 | $2,138,000 | – | 5,589 | – | 1.58% | – |
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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% |