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 | $1,022,408 | -2.7% | 17,896 | +3.8% | 0.11% | 0.0% |
| Q2 2023 | $1,050,551 | +4.3% | 17,239 | -82.3% | 0.11% | +91.1% |
| Q1 2023 | $1,007,226 | -9.1% | 97,471 | +374.1% | 0.06% | +14.3% |
| Q4 2022 | $1,107,616 | +27.5% | 20,557 | +19.2% | 0.05% | -3.9% |
| Q3 2022 | $869,000 | -11.5% | 17,251 | -7.4% | 0.05% | -41.4% |
| Q2 2022 | $982,000 | -23.6% | 18,624 | -6.9% | 0.09% | +19.2% |
| Q1 2022 | $1,286,000 | -11.0% | 20,005 | +1.4% | 0.07% | -40.2% |
| Q4 2021 | $1,445,000 | +13.7% | 19,735 | +487.0% | 0.12% | +19.6% |
| Q1 2021 | $1,271,000 | -4.6% | 3,362 | -3.4% | 0.10% | -17.1% |
| Q4 2020 | $1,332,000 | – | 3,482 | – | 0.12% | – |
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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% |