ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $48,399 | -4.0% | 714 | +0.1% | 0.01% | 0.0% |
| Q1 2024 | $50,410 | +9.9% | 713 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $45,880 | +13.4% | 712 | +0.6% | 0.01% | 0.0% |
| Q3 2023 | $40,451 | -6.3% | 708 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $43,149 | +6.0% | 708 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $40,690 | +7.1% | 707 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $38,003 | +8.6% | 705 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -31.4% | 703 | +0.6% | 0.01% | -16.7% |
| Q4 2021 | $51,000 | +6.2% | 699 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 698 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 697 | +500.9% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | – | 116 | – | 0.01% | – |
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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% |