ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 57 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $887,000 | -14.1% | 3,374 | -20.5% | 0.01% | -14.3% |
| Q3 2019 | $1,033,000 | +26.6% | 4,242 | +31.0% | 0.01% | +16.7% |
| Q2 2019 | $816,000 | -48.0% | 3,239 | -51.4% | 0.01% | -50.0% |
| Q1 2019 | $1,569,000 | +270.0% | 6,670 | +205.4% | 0.01% | +200.0% |
| Q4 2018 | $424,000 | -38.7% | 2,184 | -25.8% | 0.00% | -33.3% |
| Q3 2018 | $692,000 | +59.4% | 2,942 | +41.8% | 0.01% | +50.0% |
| Q2 2018 | $434,000 | 0.0% | 2,075 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $434,000 | +21.2% | 2,075 | +17.3% | 0.00% | +33.3% |
| Q4 2017 | $358,000 | +9.1% | 1,769 | +2.1% | 0.00% | -25.0% |
| Q3 2017 | $328,000 | +206.5% | 1,733 | +193.7% | 0.00% | +300.0% |
| Q2 2017 | $107,000 | +12.6% | 590 | +8.5% | 0.00% | 0.0% |
| Q1 2017 | $95,000 | +5.6% | 544 | -1.4% | 0.00% | 0.0% |
| Q4 2016 | $90,000 | 0.0% | 552 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $90,000 | +18.4% | 552 | +13.8% | 0.00% | 0.0% |
| Q2 2016 | $76,000 | +2.7% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $74,000 | -5.1% | 485 | -3.8% | 0.00% | 0.0% |
| Q4 2015 | $78,000 | -25.0% | 504 | -27.7% | 0.00% | -50.0% |
| Q3 2015 | $104,000 | -29.3% | 697 | -22.3% | 0.00% | -33.3% |
| Q2 2015 | $147,000 | -10.4% | 897 | -9.6% | 0.00% | 0.0% |
| Q1 2015 | $164,000 | +113.0% | 992 | +101.6% | 0.00% | +50.0% |
| Q4 2014 | $77,000 | +5.5% | 492 | -0.8% | 0.00% | 0.0% |
| Q3 2014 | $73,000 | -1.4% | 496 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $74,000 | +2.8% | 496 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $72,000 | +26.3% | 496 | +23.7% | 0.00% | 0.0% |
| Q4 2013 | $57,000 | +7.5% | 401 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $53,000 | +10.4% | 401 | +0.2% | 0.00% | 0.0% |
| Q2 2013 | $48,000 | – | 400 | – | 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% |