ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $508,081 | +3.2% | 7,499 | +7.7% | 0.08% | +1.3% |
| Q1 2024 | $492,237 | -26.3% | 6,964 | -32.8% | 0.08% | -16.7% |
| Q4 2023 | $667,534 | +82.3% | 10,357 | +61.6% | 0.09% | +12.5% |
| Q3 2023 | $366,137 | +104810.3% | 6,409 | +11.8% | 0.08% | +42.9% |
| Q2 2023 | $349 | -99.9% | 5,735 | -10.5% | 0.06% | -30.0% |
| Q3 2022 | $366,137 | – | 6,409 | – | 0.08% | – |
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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% |