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 | $1,254,175 | -6.3% | 21,953 | 0.0% | 0.00% | – |
| Q2 2023 | $1,337,816 | -7.1% | 21,953 | -12.3% | 0.00% | – |
| Q1 2023 | $1,440,784 | -24.6% | 25,031 | -29.4% | 0.00% | – |
| Q4 2022 | $1,911,177 | +3.4% | 35,471 | -3.4% | 0.00% | – |
| Q3 2022 | $1,849,000 | -3.3% | 36,710 | -0.3% | 0.00% | – |
| Q2 2022 | $1,913,000 | -84.5% | 36,825 | +13.8% | 0.00% | -100.0% |
| Q4 2020 | $12,373,000 | +19.4% | 32,349 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,366,000 | +9.3% | 32,349 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,485,000 | +34.4% | 32,349 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $7,056,000 | +154.2% | 32,349 | +206.4% | 0.00% | +100.0% |
| Q4 2019 | $2,776,000 | +8.0% | 10,557 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,570,000 | -3.2% | 10,557 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,655,000 | +6.9% | 10,557 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,484,000 | +19.9% | 10,557 | -1.0% | 0.00% | 0.0% |
| Q4 2018 | $2,072,000 | -17.5% | 10,659 | +0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,512,000 | – | 10,657 | – | 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% |