ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,794 | -6.3% | 4,950 | 0.0% | 0.11% | -10.3% |
| Q2 2023 | $301,653 | +5.9% | 4,950 | 0.0% | 0.13% | +7.7% |
| Q1 2023 | $284,922 | +6.8% | 4,950 | 0.0% | 0.12% | +9.3% |
| Q4 2022 | $266,706 | +6.9% | 4,950 | 0.0% | 0.11% | -22.5% |
| Q3 2022 | $249,381 | -3.0% | 4,950 | 0.0% | 0.14% | -3.5% |
| Q2 2022 | $257,103 | -30.3% | 4,950 | -13.8% | 0.14% | -12.3% |
| Q1 2022 | $369,096 | -12.2% | 5,742 | 0.0% | 0.16% | +2.5% |
| Q4 2021 | $420,544 | – | 5,742 | – | 0.16% | – |
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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% |