ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $126 | -32.3% | 2,060 | -36.3% | 0.01% | -26.7% |
| Q1 2023 | $186 | +3.3% | 3,233 | -3.0% | 0.02% | -11.8% |
| Q4 2022 | $180 | -99.9% | 3,334 | -5.1% | 0.02% | 0.0% |
| Q3 2022 | $177,000 | -2.7% | 3,514 | +0.3% | 0.02% | -5.6% |
| Q2 2022 | $182,000 | -77.6% | 3,502 | -72.3% | 0.02% | -71.9% |
| Q1 2022 | $813,000 | -17.5% | 12,645 | -6.0% | 0.06% | -14.7% |
| Q4 2021 | $986,000 | +3.5% | 13,457 | -2.7% | 0.08% | -6.2% |
| Q3 2021 | $953,000 | -6.9% | 13,835 | -6.9% | 0.08% | -7.0% |
| Q2 2021 | $1,024,000 | +25.8% | 14,863 | +590.7% | 0.09% | +7.5% |
| Q1 2021 | $814,000 | +319.6% | 2,152 | +323.6% | 0.08% | +300.0% |
| Q4 2020 | $194,000 | +19.8% | 508 | +0.4% | 0.02% | -9.1% |
| Q3 2020 | $162,000 | -70.5% | 506 | -73.0% | 0.02% | -72.8% |
| Q2 2020 | $549,000 | +6762.5% | 1,874 | +4964.9% | 0.08% | +8000.0% |
| Q2 2018 | $8,000 | – | 37 | – | 0.00% | – |
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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% |