ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,125,491 | -6.2% | 19,701 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,199,636 | -2.5% | 19,686 | -7.9% | 0.00% | 0.0% |
| Q1 2023 | $1,230,655 | +6.9% | 21,380 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $1,150,833 | +6.9% | 21,359 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,077,000 | +653.1% | 21,359 | +674.2% | 0.00% | – |
| Q2 2022 | $143,000 | -24.7% | 2,759 | -6.9% | 0.00% | – |
| Q1 2022 | $190,000 | -16.7% | 2,965 | -4.8% | 0.00% | – |
| Q4 2021 | $228,000 | +10.7% | 3,114 | +4.2% | 0.00% | – |
| Q3 2021 | $206,000 | 0.0% | 2,988 | 0.0% | 0.00% | – |
| Q2 2021 | $206,000 | +9.6% | 2,988 | +500.0% | 0.00% | – |
| Q1 2021 | $188,000 | -26.3% | 498 | -25.4% | 0.00% | – |
| Q4 2020 | $255,000 | +17.5% | 668 | -1.0% | 0.00% | – |
| Q3 2020 | $217,000 | +9.6% | 675 | 0.0% | 0.00% | – |
| Q2 2020 | $198,000 | +86.8% | 675 | +39.5% | 0.00% | – |
| Q1 2020 | $106,000 | -16.5% | 484 | 0.0% | 0.00% | – |
| Q4 2019 | $127,000 | +7.6% | 484 | 0.0% | 0.00% | – |
| Q3 2019 | $118,000 | -3.3% | 484 | 0.0% | 0.00% | – |
| Q2 2019 | $122,000 | +7.0% | 484 | 0.0% | 0.00% | – |
| Q1 2019 | $114,000 | +37.3% | 484 | +12.8% | 0.00% | – |
| Q4 2018 | $83,000 | -30.3% | 429 | -15.2% | 0.00% | – |
| Q3 2018 | $119,000 | +7.2% | 506 | 0.0% | 0.00% | – |
| Q2 2018 | $111,000 | +4.7% | 506 | 0.0% | 0.00% | – |
| Q1 2018 | $106,000 | -22.6% | 506 | -25.0% | 0.00% | – |
| Q4 2017 | $137,000 | +426.9% | 675 | +400.0% | 0.00% | – |
| Q3 2017 | $26,000 | +4.0% | 135 | 0.0% | 0.00% | – |
| Q2 2017 | $25,000 | +8.7% | 135 | 0.0% | 0.00% | – |
| Q1 2017 | $23,000 | +4.5% | 135 | 0.0% | 0.00% | – |
| Q4 2016 | $22,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q3 2016 | $22,000 | +4.8% | 135 | 0.0% | 0.00% | – |
| Q2 2016 | $21,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q1 2016 | $21,000 | -34.4% | 135 | -34.1% | 0.00% | – |
| Q4 2015 | $32,000 | +60.0% | 205 | +51.9% | 0.00% | – |
| Q3 2015 | $20,000 | -9.1% | 135 | 0.0% | 0.00% | – |
| Q2 2015 | $22,000 | -4.3% | 135 | 0.0% | 0.00% | – |
| Q1 2015 | $23,000 | +9.5% | 135 | 0.0% | 0.00% | – |
| Q4 2014 | $21,000 | +5.0% | 135 | 0.0% | 0.00% | – |
| Q3 2014 | $20,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q2 2014 | $20,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q1 2014 | $20,000 | -39.4% | 135 | -41.6% | 0.00% | – |
| Q4 2013 | $33,000 | -8.3% | 231 | -13.5% | 0.00% | – |
| Q3 2013 | $36,000 | – | 267 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 174,462 | $12,017,000 | 3.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,760 | $18,581,000 | 3.07% |
| Matrix Trust Co | 172,381 | $11,874,000 | 3.04% |
| Stewardship Advisors, LLC | 105,647 | $7,277,000 | 2.75% |
| CAPITAL WEALTH MANAGEMENT, LLC | 49,559 | $3,414,000 | 2.64% |
| LEO BROKERAGE, LLC | 178,739 | $12,312,000 | 2.28% |
| Colonial River Wealth Management, LLC | 30,704 | $2,222,000 | 1.57% |
| CALIBER WEALTH MANAGEMENT, LLC | 30,704 | $2,222,000 | 1.57% |
| Summit Asset Management, LLC | 71,497 | $4,925,000 | 1.54% |
| Portfolio Strategies, Inc. | 110,793 | $7,631,000 | 1.53% |