ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $191,957 | -6.3% | 3,360 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $204,758 | +5.9% | 3,360 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $193,402 | +6.8% | 3,360 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $181,037 | -16.2% | 3,360 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $216,000 | -12.2% | 3,360 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $246,000 | +6.5% | 3,360 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $231,000 | 0.0% | 3,360 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $231,000 | +9.0% | 3,360 | +500.0% | 0.02% | +4.8% |
| Q1 2021 | $212,000 | -0.9% | 560 | 0.0% | 0.02% | -12.5% |
| Q4 2020 | $214,000 | +19.6% | 560 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $179,000 | +9.1% | 560 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $164,000 | +34.4% | 560 | 0.0% | 0.02% | +15.8% |
| Q1 2020 | $122,000 | -17.0% | 560 | 0.0% | 0.02% | +5.6% |
| Q4 2019 | $147,000 | +8.1% | 560 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $136,000 | -3.5% | 560 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $141,000 | +6.8% | 560 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $132,000 | +21.1% | 560 | 0.0% | 0.02% | +11.8% |
| Q4 2018 | $109,000 | -17.4% | 560 | 0.0% | 0.02% | -5.6% |
| Q3 2018 | $132,000 | +7.3% | 560 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $123,000 | +5.1% | 560 | 0.0% | 0.02% | +5.9% |
| Q1 2018 | $117,000 | +3.5% | 560 | 0.0% | 0.02% | +6.2% |
| Q4 2017 | $113,000 | +6.6% | 560 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $106,000 | +3.9% | 560 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $102,000 | +5.2% | 560 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $97,000 | +6.6% | 560 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $91,000 | 0.0% | 560 | 0.0% | 0.02% | -6.2% |
| Q3 2016 | $91,000 | +4.6% | 560 | 0.0% | 0.02% | +6.7% |
| Q2 2016 | $87,000 | +2.4% | 560 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $85,000 | -2.3% | 560 | 0.0% | 0.02% | -6.2% |
| Q4 2015 | $87,000 | +3.6% | 560 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $84,000 | -8.7% | 560 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $92,000 | -2.1% | 560 | 0.0% | 0.02% | -5.6% |
| Q1 2015 | $94,000 | +6.8% | 560 | 0.0% | 0.02% | +5.9% |
| Q4 2014 | $88,000 | +6.0% | 560 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $83,000 | -1.2% | 560 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $84,000 | +3.7% | 560 | 0.0% | 0.02% | -5.6% |
| Q1 2014 | $81,000 | +1.2% | 560 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $80,000 | +8.1% | 560 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $74,000 | – | 560 | – | 0.02% | – |
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% |