ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,472,851 | +597.5% | 60,764 | +602.6% | 0.98% | +224.9% |
| Q1 2023 | $497,876 | -88.5% | 8,649 | -89.2% | 0.30% | -76.4% |
| Q4 2022 | $4,313,834 | -11.5% | 80,055 | -17.2% | 1.28% | -19.4% |
| Q3 2022 | $4,873,000 | +22.0% | 96,723 | +25.8% | 1.59% | +13.9% |
| Q2 2022 | $3,994,000 | +46.2% | 76,876 | +81.0% | 1.39% | +36.0% |
| Q1 2022 | $2,731,000 | +34.3% | 42,472 | +53.0% | 1.02% | +37.6% |
| Q4 2021 | $2,033,000 | +220.2% | 27,751 | +201.2% | 0.74% | +165.7% |
| Q3 2021 | $635,000 | – | 9,213 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Provident Wealth Management, LLC | 14,162 | $3,089,000 | 3.77% |
| Matrix Trust Co | 56,617 | $12,349,000 | 3.34% |
| Systelligence, LLC | 29,271 | $6,384,000 | 2.98% |
| Summit Asset Management, LLC | 13,951 | $3,043,000 | 1.64% |
| Courage Miller Partners, LLC | 8,813 | $1,922,000 | 1.18% |
| Townsend & Associates, Inc | 4,180 | $938,000 | 0.98% |
| CAPITAL WEALTH MANAGEMENT, LLC | 2,925 | $638,000 | 0.80% |
| Empowered Funds, LLC | 12,173 | $3,201,000 | 0.71% |
| Neumann Capital Management, LLC | 3,994 | $871,000 | 0.63% |
| TAP Consulting, LLC | 4,055 | $884,000 | 0.60% |