ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,789,000 | -10.4% | 351,123 | -6.5% | 0.01% | -16.7% |
| Q1 2024 | $26,547,000 | +12.1% | 375,589 | +2.2% | 0.01% | 0.0% |
| Q4 2023 | $23,691,000 | +17.2% | 367,582 | +3.9% | 0.01% | +20.0% |
| Q3 2023 | $20,218,000 | -3.3% | 353,898 | +3.1% | 0.01% | 0.0% |
| Q2 2023 | $20,918,000 | +18.7% | 343,258 | +12.1% | 0.01% | 0.0% |
| Q1 2023 | $17,622,000 | +13.0% | 306,143 | +5.8% | 0.01% | +25.0% |
| Q4 2022 | $15,597,000 | +61.7% | 289,478 | +51.2% | 0.00% | +33.3% |
| Q3 2022 | $9,645,000 | +58.3% | 191,440 | +63.2% | 0.00% | +50.0% |
| Q2 2022 | $6,093,000 | -26.5% | 117,301 | -9.0% | 0.00% | 0.0% |
| Q1 2022 | $8,286,000 | -49.1% | 128,906 | -42.0% | 0.00% | -50.0% |
| Q4 2021 | $16,266,000 | +8.9% | 222,087 | +2.4% | 0.00% | 0.0% |
| Q3 2021 | $14,938,000 | +58.1% | 216,864 | +58.2% | 0.00% | +33.3% |
| Q2 2021 | $9,446,000 | -58.1% | 137,123 | +129.9% | 0.00% | -57.1% |
| Q1 2021 | $22,559,000 | +143.9% | 59,656 | +146.7% | 0.01% | +133.3% |
| Q4 2020 | $9,248,000 | +9.9% | 24,178 | -7.9% | 0.00% | 0.0% |
| Q3 2020 | $8,416,000 | +30.3% | 26,262 | +19.2% | 0.00% | 0.0% |
| Q2 2020 | $6,458,000 | -6.7% | 22,027 | -30.6% | 0.00% | 0.0% |
| Q1 2020 | $6,920,000 | +36.4% | 31,728 | +64.5% | 0.00% | +50.0% |
| Q4 2019 | $5,072,000 | -17.1% | 19,285 | -23.3% | 0.00% | 0.0% |
| Q3 2019 | $6,119,000 | +9.9% | 25,135 | +13.5% | 0.00% | 0.0% |
| Q2 2019 | $5,570,000 | +177.7% | 22,143 | +159.7% | 0.00% | +100.0% |
| Q1 2019 | $2,006,000 | +113.4% | 8,526 | +76.2% | 0.00% | – |
| Q4 2018 | $940,000 | -13.8% | 4,838 | +4.6% | 0.00% | – |
| Q3 2018 | $1,090,000 | +54.2% | 4,625 | +43.3% | 0.00% | – |
| Q2 2018 | $707,000 | +4.1% | 3,228 | -0.4% | 0.00% | – |
| Q1 2018 | $679,000 | +23.9% | 3,242 | +19.8% | 0.00% | – |
| Q4 2017 | $548,000 | +3.6% | 2,706 | -2.9% | 0.00% | – |
| Q3 2017 | $529,000 | +1.0% | 2,787 | -2.7% | 0.00% | – |
| Q2 2017 | $524,000 | +9.9% | 2,865 | +4.5% | 0.00% | – |
| Q1 2017 | $477,000 | +7.2% | 2,742 | -0.3% | 0.00% | – |
| Q4 2016 | $445,000 | -31.9% | 2,749 | -31.5% | 0.00% | – |
| Q3 2016 | $653,000 | +3.3% | 4,011 | -1.0% | 0.00% | – |
| Q2 2016 | $632,000 | -0.3% | 4,052 | -2.7% | 0.00% | – |
| Q1 2016 | $634,000 | -14.4% | 4,166 | -13.1% | 0.00% | – |
| Q4 2015 | $741,000 | +125.2% | 4,792 | +118.6% | 0.00% | – |
| Q3 2015 | $329,000 | +2.2% | 2,192 | +12.2% | 0.00% | – |
| Q2 2015 | $322,000 | -25.5% | 1,954 | -24.5% | 0.00% | – |
| Q1 2015 | $432,000 | -36.1% | 2,587 | -40.1% | 0.00% | – |
| Q4 2014 | $676,000 | -31.4% | 4,318 | -35.2% | 0.00% | -100.0% |
| Q3 2014 | $985,000 | +3.7% | 6,667 | +5.1% | 0.00% | 0.0% |
| Q2 2014 | $950,000 | +32.5% | 6,344 | +28.3% | 0.00% | 0.0% |
| Q1 2014 | $717,000 | +23.6% | 4,945 | +21.8% | 0.00% | – |
| Q4 2013 | $580,000 | +68.1% | 4,061 | +56.4% | 0.00% | – |
| Q3 2013 | $345,000 | -76.4% | 2,596 | -78.6% | 0.00% | -100.0% |
| Q2 2013 | $1,460,000 | – | 12,105 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KAYS FINANCIAL ADVISORY CORP /ADV | 94,001 | $14,716,000 | 9.96% |
| Summit Asset Management, LLC | 61,175 | $9,577,000 | 6.92% |
| Courage Miller Partners, LLC | 17,484 | $2,737,000 | 2.26% |
| US FINANCIAL ADVISORS, LLC | 7,876 | $1,233,000 | 1.10% |
| M Holdings Securities, Inc. | 7,540 | $1,180,000 | 0.76% |
| Neumann Capital Management, LLC | 6,056 | $948,000 | 0.62% |
| MSI Financial Services Inc | 22,252 | $3,484,000 | 0.38% |
| GHP Investment Advisors, Inc. | 6,167 | $966,000 | 0.27% |
| Investors Capital Advisory Services | 2,734 | $428,000 | 0.08% |
| Sigma Planning Corp | 3,761 | $589,000 | 0.08% |