ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,628 | -6.3% | 6,750 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $411,345 | +5.9% | 6,750 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $388,530 | +50.2% | 6,750 | +40.6% | 0.01% | +33.3% |
| Q4 2022 | $258,624 | +6.9% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $242,000 | -2.8% | 4,800 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $249,000 | -19.4% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $309,000 | -12.2% | 4,800 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $352,000 | +6.3% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $331,000 | 0.0% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $331,000 | +9.2% | 4,800 | +500.0% | 0.01% | 0.0% |
| Q1 2021 | $303,000 | -2.9% | 800 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $312,000 | +19.5% | 815 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $261,000 | +11.1% | 815 | +1.9% | 0.01% | 0.0% |
| Q2 2020 | $235,000 | – | 800 | – | 0.01% | – |
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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% |