ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 113 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,437 | +0.3% | 7,327 | +4.2% | 0.11% | -4.2% |
| Q1 2024 | $494,989 | +142.4% | 7,032 | +122.0% | 0.12% | +128.8% |
| Q4 2023 | $204,236 | +12.8% | 3,168 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $180,988 | -6.3% | 3,168 | 0.0% | 0.05% | -5.5% |
| Q2 2023 | $193,058 | +5.9% | 3,168 | 0.0% | 0.06% | +1.9% |
| Q1 2023 | $182,350 | +113160.9% | 3,168 | +5.6% | 0.05% | – |
| Q4 2022 | $161 | -99.9% | 3,000 | 0.0% | 0.00% | – |
| Q3 2022 | $151,000 | -2.6% | 3,000 | 0.0% | 0.00% | – |
| Q2 2022 | $155,000 | -19.3% | 3,000 | 0.0% | 0.00% | – |
| Q1 2022 | $192,000 | -12.3% | 3,000 | 0.0% | 0.00% | – |
| Q4 2021 | $219,000 | +6.3% | 3,000 | 0.0% | 0.00% | – |
| Q3 2021 | $206,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q2 2021 | $206,000 | +9.0% | 3,000 | +500.0% | 0.00% | – |
| Q1 2021 | $189,000 | -1.0% | 500 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $191,000 | +19.4% | 500 | 0.0% | 0.00% | – |
| Q3 2020 | $160,000 | +9.6% | 500 | 0.0% | 0.00% | – |
| Q2 2020 | $146,000 | +33.9% | 500 | 0.0% | 0.00% | – |
| Q1 2020 | $109,000 | -12.8% | 500 | 0.0% | 0.00% | – |
| Q2 2019 | $125,000 | – | 500 | – | 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% |