ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 212 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,355 | -38.7% | 3,507 | -34.6% | 0.00% | -33.3% |
| Q2 2023 | $326,882 | +13.6% | 5,364 | +7.3% | 0.01% | 0.0% |
| Q1 2023 | $287,627 | -39.7% | 4,997 | -43.6% | 0.01% | -40.0% |
| Q4 2022 | $477,000 | -35.4% | 8,853 | -39.6% | 0.01% | -37.5% |
| Q3 2022 | $738,000 | -13.6% | 14,653 | -10.9% | 0.02% | -5.9% |
| Q2 2022 | $854,000 | -64.3% | 16,438 | -55.9% | 0.02% | -56.4% |
| Q1 2022 | $2,394,000 | -85.3% | 37,249 | -83.3% | 0.04% | -84.2% |
| Q4 2021 | $16,341,000 | +15.2% | 223,121 | +8.3% | 0.25% | +12.8% |
| Q3 2021 | $14,188,000 | -3.0% | 205,985 | -3.0% | 0.22% | 0.0% |
| Q2 2021 | $14,627,000 | -25.0% | 212,323 | +311.8% | 0.22% | -31.6% |
| Q1 2021 | $19,498,000 | -17.1% | 51,561 | -16.1% | 0.32% | -24.2% |
| Q4 2020 | $23,518,000 | +25.6% | 61,488 | +5.2% | 0.42% | +14.4% |
| Q3 2020 | $18,727,000 | +18.7% | 58,441 | +8.6% | 0.37% | +8.8% |
| Q2 2020 | $15,775,000 | +412.5% | 53,802 | +281.2% | 0.34% | +313.4% |
| Q1 2020 | $3,078,000 | – | 14,113 | – | 0.08% | – |
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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% |