ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 140 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $13,221,863 | +1047.9% | 187,067 | +946.7% | 0.03% | +244.4% |
| Q4 2023 | $1,151,837 | -0.4% | 17,872 | -11.7% | 0.01% | -10.0% |
| Q3 2023 | $1,156,634 | -26.1% | 20,246 | -21.1% | 0.01% | -23.1% |
| Q2 2023 | $1,564,188 | +10.2% | 25,668 | +4.1% | 0.01% | +8.3% |
| Q1 2023 | $1,419,801 | -34.8% | 24,666 | -38.9% | 0.01% | -40.0% |
| Q4 2022 | $2,176,312 | +127.9% | 40,392 | +113.0% | 0.02% | +5.3% |
| Q3 2022 | $955,000 | +18.2% | 18,963 | +21.8% | 0.02% | +46.2% |
| Q2 2022 | $808,000 | -53.3% | 15,563 | -42.1% | 0.01% | -48.0% |
| Q1 2022 | $1,729,000 | +12.3% | 26,902 | +28.0% | 0.02% | +13.6% |
| Q4 2021 | $1,539,000 | +39.0% | 21,011 | +30.7% | 0.02% | +22.2% |
| Q3 2021 | $1,107,000 | -3.7% | 16,077 | -3.6% | 0.02% | 0.0% |
| Q2 2021 | $1,149,000 | +11.9% | 16,677 | +514.3% | 0.02% | -10.0% |
| Q1 2021 | $1,027,000 | -17.6% | 2,715 | -16.7% | 0.02% | -20.0% |
| Q4 2020 | $1,247,000 | +78.9% | 3,259 | +49.8% | 0.02% | -56.1% |
| Q3 2020 | $697,000 | +172.3% | 2,176 | +149.3% | 0.06% | +137.5% |
| Q2 2020 | $256,000 | – | 873 | – | 0.02% | – |
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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% |