ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $379,130 | -1.3% | 5,596 | +2.9% | 0.01% | -11.1% |
| Q1 2024 | $384,189 | -19.4% | 5,436 | -26.5% | 0.01% | -25.0% |
| Q4 2023 | $476,640 | +55.0% | 7,396 | +37.4% | 0.01% | +50.0% |
| Q3 2023 | $307,559 | +152.3% | 5,384 | +154.2% | 0.01% | +166.7% |
| Q1 2023 | $121,926 | +36.1% | 2,118 | +27.4% | 0.00% | 0.0% |
| Q4 2022 | $89,602 | -22.1% | 1,663 | -0.7% | 0.00% | -25.0% |
| Q2 2021 | $115,000 | -77.9% | 1,674 | +23.2% | 0.00% | -81.0% |
| Q4 2020 | $520,000 | +19.8% | 1,359 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $434,000 | +22.9% | 1,354 | +12.5% | 0.02% | +5.3% |
| Q2 2020 | $353,000 | +27.4% | 1,204 | -5.3% | 0.02% | +5.6% |
| Q1 2020 | $277,000 | -17.3% | 1,272 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $335,000 | +15.1% | 1,272 | +9.9% | 0.02% | 0.0% |
| Q3 2019 | $291,000 | 0.0% | 1,157 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $291,000 | +2545.5% | 1,157 | +2471.1% | 0.02% | +1700.0% |
| Q1 2019 | $11,000 | +22.2% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | +11.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q2 2016 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -70.8% | 45 | -68.8% | 0.00% | -71.4% |
| Q2 2015 | $24,000 | 0.0% | 144 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $24,000 | +60.0% | 144 | +45.5% | 0.01% | +40.0% |
| Q4 2014 | $15,000 | – | 99 | – | 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% |