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 | $13,105,403 | -7.9% | 229,396 | -1.7% | 1.98% | -3.6% |
| Q2 2023 | $14,223,394 | +7.8% | 233,400 | +1.8% | 2.05% | +0.2% |
| Q1 2023 | $13,200,235 | +29.6% | 229,330 | +21.3% | 2.05% | +22.6% |
| Q4 2022 | $10,182,718 | +20.2% | 188,989 | +12.4% | 1.67% | +11.0% |
| Q3 2022 | $8,474,000 | +8.8% | 168,207 | +12.2% | 1.50% | +12.7% |
| Q2 2022 | $7,786,000 | +62.3% | 149,901 | +100.9% | 1.34% | +81.9% |
| Q1 2022 | $4,797,000 | -12.2% | 74,632 | +0.1% | 0.73% | -10.8% |
| Q4 2021 | $5,461,000 | +12.6% | 74,563 | +5.9% | 0.82% | +4.3% |
| Q3 2021 | $4,848,000 | +4.1% | 70,384 | +4.1% | 0.79% | +5.3% |
| Q2 2021 | $4,656,000 | +13.1% | 67,593 | +521.1% | 0.75% | +6.8% |
| Q1 2021 | $4,115,000 | +28.7% | 10,882 | +30.2% | 0.70% | +19.8% |
| Q4 2020 | $3,197,000 | – | 8,358 | – | 0.58% | – |
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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% |