ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. 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 ↓ |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 174,462 | $12,017,000 | 3.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,760 | $18,581,000 | 3.07% |
| Matrix Trust Co | 172,381 | $11,874,000 | 3.04% |
| Stewardship Advisors, LLC | 105,647 | $7,277,000 | 2.75% |
| CAPITAL WEALTH MANAGEMENT, LLC | 49,559 | $3,414,000 | 2.64% |
| LEO BROKERAGE, LLC | 178,739 | $12,312,000 | 2.28% |
| Colonial River Wealth Management, LLC | 30,704 | $2,222,000 | 1.57% |
| CALIBER WEALTH MANAGEMENT, LLC | 30,704 | $2,222,000 | 1.57% |
| Summit Asset Management, LLC | 71,497 | $4,925,000 | 1.54% |
| Portfolio Strategies, Inc. | 110,793 | $7,631,000 | 1.53% |