ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,049 | -22.4% | 4,709 | -17.2% | 0.00% | – |
| Q2 2023 | $346,765 | -37.4% | 5,690 | -40.9% | 0.00% | – |
| Q1 2023 | $553,824 | +119.8% | 9,622 | +105.8% | 0.00% | – |
| Q4 2022 | $251,974 | +8.6% | 4,676 | +1.7% | 0.00% | – |
| Q3 2022 | $232,000 | -13.8% | 4,598 | -11.3% | 0.00% | – |
| Q2 2022 | $269,000 | -29.2% | 5,182 | -12.3% | 0.00% | – |
| Q1 2022 | $380,000 | -21.5% | 5,911 | -10.5% | 0.00% | – |
| Q4 2021 | $484,000 | +14.7% | 6,602 | +7.7% | 0.00% | – |
| Q3 2021 | $422,000 | +1.4% | 6,132 | +1.5% | 0.00% | – |
| Q2 2021 | $416,000 | -1.0% | 6,041 | +443.7% | 0.00% | – |
| Q1 2021 | $420,000 | -3.9% | 1,111 | -2.9% | 0.00% | – |
| Q4 2020 | $437,000 | +19.4% | 1,144 | +0.2% | 0.00% | – |
| Q3 2020 | $366,000 | +8.6% | 1,142 | -0.8% | 0.00% | – |
| Q2 2020 | $337,000 | +44.6% | 1,151 | +7.8% | 0.00% | – |
| Q1 2020 | $233,000 | -21.3% | 1,068 | -4.9% | 0.00% | – |
| Q4 2019 | $296,000 | +8.4% | 1,123 | +0.2% | 0.00% | – |
| Q3 2019 | $273,000 | -8.4% | 1,121 | -5.5% | 0.00% | – |
| Q2 2019 | $298,000 | +13.3% | 1,186 | +5.2% | 0.00% | – |
| Q1 2019 | $263,000 | +35.6% | 1,127 | +11.5% | 0.00% | – |
| Q4 2018 | $194,000 | -18.5% | 1,011 | 0.0% | 0.00% | – |
| Q3 2018 | $238,000 | – | 1,011 | – | 0.00% | – |
Download | ||||||
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% |