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 | $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 | 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% |