ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 212 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,862 | +11.4% | 12,958 | +4.3% | 0.50% | +5.7% |
| Q4 2022 | $669,351 | +11.2% | 12,423 | +4.0% | 0.47% | +11.6% |
| Q3 2022 | $602,000 | +15.3% | 11,944 | +18.9% | 0.42% | +23.0% |
| Q2 2022 | $522,000 | +23.1% | 10,049 | +52.4% | 0.34% | +48.3% |
| Q1 2022 | $424,000 | -13.1% | 6,595 | -1.0% | 0.23% | -10.8% |
| Q4 2021 | $488,000 | +6.6% | 6,660 | +0.3% | 0.26% | -1.1% |
| Q3 2021 | $458,000 | +23.8% | 6,642 | +475.1% | 0.26% | -14.9% |
| Q3 2020 | $370,000 | +9.1% | 1,155 | 0.0% | 0.31% | +1.0% |
| Q2 2020 | $339,000 | +34.5% | 1,155 | 0.0% | 0.31% | +5.9% |
| Q1 2020 | $252,000 | -17.1% | 1,155 | 0.0% | 0.29% | +7.8% |
| Q4 2019 | $304,000 | +8.2% | 1,155 | 0.0% | 0.27% | +1.1% |
| Q3 2019 | $281,000 | -3.4% | 1,155 | 0.0% | 0.26% | -4.7% |
| Q2 2019 | $291,000 | +7.8% | 1,155 | -2.7% | 0.28% | 0.0% |
| Q2 2018 | $270,000 | +8.4% | 1,187 | 0.0% | 0.28% | -15.5% |
| Q1 2018 | $249,000 | – | 1,187 | – | 0.33% | – |
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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% |