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 | $719,778 | +75.9% | 12,599 | +87.6% | 0.27% | +39.2% |
| Q2 2023 | $409,254 | -43.5% | 6,716 | -46.6% | 0.19% | -33.8% |
| Q1 2023 | $724,300 | +6.9% | 12,583 | +0.1% | 0.29% | +3.5% |
| Q4 2022 | $677,588 | +51.6% | 12,576 | +41.7% | 0.28% | +34.8% |
| Q3 2022 | $447,000 | +18.3% | 8,876 | +21.9% | 0.21% | +19.3% |
| Q2 2022 | $378,000 | +27.3% | 7,279 | +57.3% | 0.18% | +39.7% |
| Q1 2022 | $297,000 | +1.7% | 4,628 | +15.9% | 0.13% | +7.7% |
| Q4 2021 | $292,000 | +14.1% | 3,993 | +7.4% | 0.12% | 0.0% |
| Q3 2021 | $256,000 | +12.8% | 3,717 | +12.7% | 0.12% | +13.6% |
| Q2 2021 | $227,000 | – | 3,298 | – | 0.10% | – |
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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% |