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 | $357,898 | -2.7% | 6,006 | -0.3% | 0.00% | – |
| Q2 2023 | $367,887 | +13.7% | 6,026 | +0.3% | 0.00% | – |
| Q4 2022 | $323,603 | -12.8% | 6,006 | -11.8% | 0.00% | – |
| Q3 2022 | $371,000 | +6.3% | 6,807 | +11.8% | 0.00% | – |
| Q2 2022 | $349,000 | -13.0% | 6,086 | -0.8% | 0.00% | – |
| Q1 2022 | $401,000 | -9.1% | 6,138 | +2.2% | 0.00% | – |
| Q4 2021 | $441,000 | -12.7% | 6,006 | -17.5% | 0.00% | – |
| Q3 2021 | $505,000 | +21.4% | 7,283 | +21.3% | 0.00% | – |
| Q2 2021 | $416,000 | – | 6,006 | +200100.0% | 0.00% | – |
| Q4 2013 | $0 | -100.0% | 3 | -83.3% | 0.00% | – |
| Q3 2013 | $2,000 | -81.8% | 18 | -81.1% | 0.00% | – |
| Q2 2013 | $11,000 | – | 95 | – | 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% |