ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,795,450 | -8.5% | 48,931 | -2.4% | 2.15% | -2.5% |
| Q2 2023 | $3,054,885 | +23.9% | 50,129 | +17.0% | 2.20% | +12.9% |
| Q1 2023 | $2,466,446 | +43.6% | 42,850 | +34.4% | 1.95% | +42.7% |
| Q4 2022 | $1,718,072 | +14.1% | 31,887 | +6.7% | 1.37% | +2.9% |
| Q3 2022 | $1,506,000 | -10.2% | 29,884 | -7.4% | 1.33% | -9.8% |
| Q2 2022 | $1,677,000 | -16.3% | 32,289 | +3.6% | 1.48% | -8.0% |
| Q1 2022 | $2,004,000 | -1.6% | 31,182 | +12.1% | 1.60% | +12.6% |
| Q4 2021 | $2,037,000 | – | 27,811 | – | 1.42% | – |
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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% |