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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,444,154 | +147112.4% | 25,279 | +46.9% | 0.01% | 0.0% |
| Q4 2022 | $981 | -99.9% | 17,203 | -1.6% | 0.01% | 0.0% |
| Q3 2022 | $900,000 | -37.3% | 17,486 | -33.6% | 0.01% | -33.3% |
| Q2 2022 | $1,435,000 | -15.8% | 26,344 | -2.3% | 0.01% | 0.0% |
| Q1 2022 | $1,704,000 | -51.0% | 26,977 | -51.5% | 0.01% | -53.8% |
| Q4 2021 | $3,481,000 | -16.6% | 55,645 | -1.7% | 0.03% | +4.0% |
| Q3 2021 | $4,174,000 | +9.8% | 56,628 | +3.6% | 0.02% | +8.7% |
| Q2 2021 | $3,802,000 | +486.7% | 54,637 | +467.8% | 0.02% | +475.0% |
| Q1 2021 | $648,000 | -89.0% | 9,622 | -35.3% | 0.00% | -89.2% |
| Q4 2020 | $5,908,000 | +1.5% | 14,873 | -12.2% | 0.04% | -11.9% |
| Q3 2020 | $5,823,000 | +23.7% | 16,933 | +12.1% | 0.04% | +16.7% |
| Q2 2020 | $4,707,000 | +1551.6% | 15,099 | +1208.4% | 0.04% | +1100.0% |
| Q1 2020 | $285,000 | -4.4% | 1,154 | -48.5% | 0.00% | +50.0% |
| Q3 2013 | $298,000 | +3.8% | 2,239 | -6.0% | 0.00% | 0.0% |
| Q2 2013 | $287,000 | – | 2,382 | – | 0.00% | – |
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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% |