ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,428 | -23.0% | 42,492 | -17.8% | 0.01% | -30.8% |
| Q2 2023 | $3,152 | -32.3% | 51,716 | -36.1% | 0.01% | -38.1% |
| Q1 2023 | $4,659 | -0.6% | 80,946 | -6.9% | 0.02% | -8.7% |
| Q4 2022 | $4,685 | -99.4% | 86,944 | +450.9% | 0.02% | +360.0% |
| Q3 2022 | $795,000 | -29.0% | 15,782 | -26.8% | 0.01% | -28.6% |
| Q2 2022 | $1,120,000 | -16.0% | 21,571 | +3.9% | 0.01% | -12.5% |
| Q1 2022 | $1,334,000 | -13.7% | 20,753 | -1.7% | 0.01% | -20.0% |
| Q4 2021 | $1,546,000 | +3.5% | 21,104 | -2.7% | 0.01% | 0.0% |
| Q3 2021 | $1,494,000 | +3.3% | 21,685 | +3.3% | 0.01% | -9.1% |
| Q2 2021 | $1,446,000 | +55.8% | 20,989 | +756.0% | 0.01% | +37.5% |
| Q1 2021 | $928,000 | +308.8% | 2,452 | +313.5% | 0.01% | +166.7% |
| Q4 2020 | $227,000 | – | 593 | – | 0.00% | – |
Download | ||||||
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% |