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 | $300,352 | +15.4% | 5,257 | +23.1% | 0.02% | +15.4% |
| Q2 2023 | $260,173 | +62.0% | 4,269 | +53.0% | 0.01% | +44.4% |
| Q1 2023 | $160,600 | +45.3% | 2,790 | +36.0% | 0.01% | +28.6% |
| Q4 2022 | $110,528 | -19.9% | 2,051 | -22.6% | 0.01% | -22.2% |
| Q3 2022 | $138,000 | 0.0% | 2,651 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $138,000 | -29.9% | 2,651 | -1.3% | 0.01% | -25.0% |
| Q4 2021 | $197,000 | -8.8% | 2,687 | -14.2% | 0.01% | +71.4% |
| Q3 2021 | $216,000 | 0.0% | 3,130 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $216,000 | +8.0% | 3,130 | +490.6% | 0.01% | 0.0% |
| Q1 2021 | $200,000 | – | 530 | – | 0.01% | – |
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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% |