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 | $931,676 | +8.2% | 16,308 | +15.4% | 0.00% | 0.0% |
| Q2 2023 | $861,021 | +3.6% | 14,129 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $830,706 | +15.2% | 14,432 | +7.9% | 0.00% | 0.0% |
| Q4 2022 | $720,914 | -28.6% | 13,380 | -33.2% | 0.00% | 0.0% |
| Q3 2022 | $1,009,000 | -11.0% | 20,031 | -8.3% | 0.00% | 0.0% |
| Q2 2022 | $1,134,000 | -21.8% | 21,838 | -3.2% | 0.00% | 0.0% |
| Q1 2022 | $1,451,000 | -13.6% | 22,566 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $1,680,000 | +17.4% | 22,936 | +10.4% | 0.00% | 0.0% |
| Q3 2021 | $1,431,000 | -13.7% | 20,774 | -13.7% | 0.00% | 0.0% |
| Q2 2021 | $1,658,000 | +44.6% | 24,065 | +693.4% | 0.00% | 0.0% |
| Q1 2021 | $1,147,000 | +27.4% | 3,033 | +28.9% | 0.00% | 0.0% |
| Q4 2020 | $900,000 | +37.6% | 2,353 | +15.3% | 0.00% | – |
| Q3 2020 | $654,000 | +16.6% | 2,041 | +6.6% | 0.00% | – |
| Q2 2020 | $561,000 | +71.0% | 1,915 | +27.3% | 0.00% | – |
| Q1 2020 | $328,000 | -34.4% | 1,504 | -20.8% | 0.00% | – |
| Q4 2019 | $500,000 | +45.3% | 1,899 | +34.5% | 0.00% | – |
| Q3 2019 | $344,000 | -2.5% | 1,412 | +0.6% | 0.00% | – |
| Q2 2019 | $353,000 | +12.4% | 1,403 | +5.2% | 0.00% | – |
| Q1 2019 | $314,000 | +62.7% | 1,334 | +34.1% | 0.00% | – |
| Q4 2018 | $193,000 | +12.2% | 995 | +35.9% | 0.00% | – |
| Q3 2018 | $172,000 | -6.5% | 732 | -13.0% | 0.00% | – |
| Q2 2018 | $184,000 | +1.1% | 841 | -3.0% | 0.00% | – |
| Q1 2018 | $182,000 | -1.6% | 867 | -4.9% | 0.00% | – |
| Q4 2017 | $185,000 | +120.2% | 912 | +106.8% | 0.00% | – |
| Q3 2017 | $84,000 | +40.0% | 441 | +34.0% | 0.00% | – |
| Q2 2017 | $60,000 | +39.5% | 329 | +33.7% | 0.00% | – |
| Q1 2017 | $43,000 | +7.5% | 246 | 0.0% | 0.00% | – |
| Q4 2016 | $40,000 | -4.8% | 246 | -4.3% | 0.00% | – |
| Q3 2016 | $42,000 | +10.5% | 257 | +5.3% | 0.00% | – |
| Q2 2016 | $38,000 | -41.5% | 244 | -42.7% | 0.00% | – |
| Q1 2016 | $65,000 | -5.8% | 426 | -4.7% | 0.00% | – |
| Q4 2015 | $69,000 | +19.0% | 447 | +16.4% | 0.00% | – |
| Q3 2015 | $58,000 | -22.7% | 384 | -15.8% | 0.00% | – |
| Q2 2015 | $75,000 | +17.2% | 456 | +18.8% | 0.00% | – |
| Q1 2015 | $64,000 | +8.5% | 384 | +0.5% | 0.00% | – |
| Q4 2014 | $59,000 | -4.8% | 382 | -8.4% | 0.00% | – |
| Q3 2014 | $62,000 | -73.8% | 417 | -73.7% | 0.00% | – |
| Q2 2014 | $237,000 | -19.9% | 1,583 | -22.4% | 0.00% | – |
| Q1 2014 | $296,000 | +2.1% | 2,039 | +0.2% | 0.00% | – |
| Q4 2013 | $290,000 | +83.5% | 2,035 | +71.7% | 0.00% | – |
| Q3 2013 | $158,000 | +192.6% | 1,185 | +166.3% | 0.00% | – |
| Q2 2013 | $54,000 | – | 445 | – | 0.00% | – |
Download | ||||||
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% |