ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,021,387 | -6.6% | 15,076 | -2.6% | 0.35% | -10.0% |
| Q1 2024 | $1,093,832 | +8.3% | 15,476 | -1.3% | 0.39% | -2.7% |
| Q4 2023 | $1,010,307 | +12.8% | 15,676 | 0.0% | 0.40% | +2.8% |
| Q3 2023 | $895,560 | -6.3% | 15,676 | 0.0% | 0.39% | -1.5% |
| Q2 2023 | $955,285 | +5.9% | 15,676 | 0.0% | 0.40% | -0.3% |
| Q1 2023 | $902,301 | -2.5% | 15,676 | -8.7% | 0.40% | -8.5% |
| Q4 2022 | $925,434 | +1.0% | 17,175 | -5.5% | 0.43% | -7.9% |
| Q3 2022 | $916,000 | -4.7% | 18,176 | -1.7% | 0.47% | -3.3% |
| Q2 2022 | $961,000 | -19.2% | 18,492 | 0.0% | 0.49% | -3.6% |
| Q1 2022 | $1,189,000 | -20.4% | 18,492 | -9.4% | 0.50% | -17.1% |
| Q4 2021 | $1,494,000 | -2.1% | 20,400 | -7.9% | 0.61% | -11.1% |
| Q3 2021 | $1,526,000 | 0.0% | 22,150 | 0.0% | 0.68% | 0.0% |
| Q2 2021 | $1,526,000 | +3.6% | 22,150 | +468.8% | 0.68% | -2.1% |
| Q1 2021 | $1,473,000 | -3.6% | 3,894 | -2.5% | 0.70% | -9.2% |
| Q4 2020 | $1,528,000 | +19.4% | 3,994 | 0.0% | 0.77% | +4.8% |
| Q3 2020 | $1,280,000 | +9.3% | 3,994 | 0.0% | 0.74% | +2.6% |
| Q2 2020 | $1,171,000 | +34.4% | 3,994 | 0.0% | 0.72% | +13.1% |
| Q1 2020 | $871,000 | -21.7% | 3,994 | -5.6% | 0.63% | -1.9% |
| Q4 2019 | $1,113,000 | +8.1% | 4,231 | 0.0% | 0.65% | +1.4% |
| Q3 2019 | $1,030,000 | -3.2% | 4,231 | 0.0% | 0.64% | -3.5% |
| Q2 2019 | $1,064,000 | +6.8% | 4,231 | 0.0% | 0.66% | +3.6% |
| Q1 2019 | $996,000 | +18.3% | 4,231 | -2.3% | 0.64% | +0.5% |
| Q4 2018 | $842,000 | -17.5% | 4,331 | 0.0% | 0.63% | +5.5% |
| Q3 2018 | $1,021,000 | +7.7% | 4,331 | 0.0% | 0.60% | +1.0% |
| Q2 2018 | $948,000 | +4.5% | 4,331 | 0.0% | 0.60% | +3.1% |
| Q1 2018 | $907,000 | +3.4% | 4,331 | 0.0% | 0.58% | +7.4% |
| Q4 2017 | $877,000 | +0.9% | 4,331 | -5.5% | 0.54% | -0.2% |
| Q3 2017 | $869,000 | +3.7% | 4,581 | 0.0% | 0.54% | -0.2% |
| Q2 2017 | $838,000 | -8.8% | 4,581 | -13.3% | 0.54% | -9.6% |
| Q1 2017 | $919,000 | +7.4% | 5,281 | 0.0% | 0.60% | +8.0% |
| Q4 2016 | $856,000 | -3.3% | 5,281 | -2.8% | 0.55% | -6.1% |
| Q3 2016 | $885,000 | -6.3% | 5,431 | -10.3% | 0.59% | -6.2% |
| Q2 2016 | $945,000 | +2.5% | 6,056 | 0.0% | 0.63% | +3.3% |
| Q1 2016 | $922,000 | -1.5% | 6,056 | 0.0% | 0.61% | -6.8% |
| Q4 2015 | $936,000 | +3.1% | 6,056 | 0.0% | 0.65% | +1.4% |
| Q3 2015 | $908,000 | -8.9% | 6,056 | 0.0% | 0.64% | +0.8% |
| Q2 2015 | $997,000 | -1.4% | 6,056 | 0.0% | 0.64% | -1.2% |
| Q1 2015 | $1,011,000 | +6.6% | 6,056 | 0.0% | 0.64% | +4.4% |
| Q4 2014 | $948,000 | – | 6,056 | – | 0.62% | – |
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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% |