ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 237 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,440,462 | -1.7% | 109,822 | +2.5% | 0.08% | -7.1% |
| Q1 2024 | $7,572,597 | +18.8% | 107,139 | +8.3% | 0.08% | -2.3% |
| Q4 2023 | $6,374,362 | +437.4% | 98,904 | +376.3% | 0.09% | +377.8% |
| Q3 2023 | $1,186,190 | +2.4% | 20,763 | +9.2% | 0.02% | +5.9% |
| Q2 2023 | $1,158,226 | +7.5% | 19,006 | +1.6% | 0.02% | 0.0% |
| Q1 2023 | $1,077,005 | +6.0% | 18,711 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $1,016,015 | +4.1% | 18,857 | -2.7% | 0.02% | -5.6% |
| Q3 2022 | $976,000 | -11.0% | 19,380 | -8.2% | 0.02% | -10.0% |
| Q2 2022 | $1,097,000 | -43.1% | 21,117 | -29.6% | 0.02% | -33.3% |
| Q1 2022 | $1,928,000 | -13.5% | 29,991 | -1.5% | 0.03% | -11.8% |
| Q4 2021 | $2,230,000 | +125.5% | 30,453 | +112.1% | 0.03% | +100.0% |
| Q3 2021 | $989,000 | +39.5% | 14,361 | +39.5% | 0.02% | +41.7% |
| Q2 2021 | $709,000 | -99.9% | 10,295 | +223.9% | 0.01% | +9.1% |
| Q1 2021 | $1,201,760,000 | +3081335.9% | 3,178 | +2985.4% | 0.01% | +1000.0% |
| Q4 2020 | $39,000 | – | 103 | – | 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% |