ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,930,568 | +9.3% | 121,312 | +16.5% | 0.01% | +9.1% |
| Q2 2023 | $6,343,565 | +1355.1% | 104,095 | +1274.4% | 0.01% | +1000.0% |
| Q1 2023 | $435,959 | -90.4% | 7,574 | -91.0% | 0.00% | -87.5% |
| Q4 2022 | $4,548,599 | +1939.7% | 84,421 | +1807.8% | 0.01% | – |
| Q3 2022 | $223,000 | -3.0% | 4,425 | 0.0% | 0.00% | – |
| Q2 2022 | $230,000 | -19.3% | 4,425 | -0.2% | 0.00% | – |
| Q1 2022 | $285,000 | -12.3% | 4,435 | 0.0% | 0.00% | – |
| Q4 2021 | $325,000 | -7.7% | 4,435 | -13.1% | 0.00% | -100.0% |
| Q3 2021 | $352,000 | +14.7% | 5,106 | +14.5% | 0.00% | 0.0% |
| Q2 2021 | $307,000 | +9.3% | 4,458 | +500.0% | 0.00% | – |
| Q1 2021 | $281,000 | -48.9% | 743 | -48.3% | 0.00% | -100.0% |
| Q4 2020 | $550,000 | +98.6% | 1,437 | +66.3% | 0.00% | 0.0% |
| Q3 2020 | $277,000 | -12.1% | 864 | -19.6% | 0.00% | 0.0% |
| Q2 2020 | $315,000 | – | 1,075 | – | 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% |