ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 118 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $447,088 | +33.3% | 6,955 | +18.5% | 0.00% | 0.0% |
| Q3 2023 | $335,316 | -45.5% | 5,869 | -45.1% | 0.00% | -50.0% |
| Q1 2023 | $615,205 | -93.2% | 10,688 | -92.5% | 0.00% | -93.7% |
| Q1 2022 | $9,110,000 | +476.2% | 141,728 | +556.7% | 0.06% | +472.7% |
| Q4 2021 | $1,581,000 | +8.8% | 21,581 | +2.3% | 0.01% | -8.3% |
| Q3 2021 | $1,453,000 | +5.9% | 21,092 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $1,372,000 | +13.8% | 19,919 | +524.4% | 0.01% | 0.0% |
| Q1 2021 | $1,206,000 | -96.0% | 3,190 | -95.9% | 0.01% | -96.4% |
| Q4 2020 | $29,814,000 | +2550.1% | 77,948 | +2120.1% | 0.34% | +2012.5% |
| Q3 2020 | $1,125,000 | +14.8% | 3,511 | +5.1% | 0.02% | +6.7% |
| Q2 2020 | $980,000 | +30.0% | 3,341 | -3.4% | 0.02% | -11.8% |
| Q1 2020 | $754,000 | -83.8% | 3,458 | -80.5% | 0.02% | -83.2% |
| Q4 2019 | $4,656,000 | – | 17,705 | – | 0.10% | – |
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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% |