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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $57,816 | +9.7% | 818 | 0.0% | 0.00% | – |
| Q4 2023 | $52,720 | +12.8% | 818 | 0.0% | 0.00% | – |
| Q3 2023 | $46,732 | +1461.4% | 818 | +1473.1% | 0.00% | – |
| Q1 2023 | $2,993 | -95.4% | 52 | -95.7% | 0.00% | – |
| Q4 2022 | $64,440 | -39.2% | 1,196 | -42.9% | 0.00% | -100.0% |
| Q3 2022 | $106,000 | -24.8% | 2,095 | -23.0% | 0.00% | 0.0% |
| Q2 2022 | $141,000 | +13.7% | 2,721 | +40.6% | 0.00% | 0.0% |
| Q1 2022 | $124,000 | -41.5% | 1,935 | -33.0% | 0.00% | -50.0% |
| Q4 2021 | $212,000 | -86.6% | 2,889 | -87.4% | 0.00% | -90.0% |
| Q3 2021 | $1,585,000 | +76.7% | 23,016 | +76.8% | 0.02% | +100.0% |
| Q2 2021 | $897,000 | -14.2% | 13,017 | +370.4% | 0.01% | -41.2% |
| Q1 2021 | $1,046,000 | -68.2% | 2,767 | -67.8% | 0.02% | -63.8% |
| Q4 2020 | $3,290,000 | +2284.1% | 8,603 | +1726.5% | 0.05% | +2250.0% |
| Q2 2020 | $138,000 | -82.1% | 471 | -86.7% | 0.00% | -93.8% |
| Q1 2020 | $773,000 | +10942.9% | 3,545 | +12560.7% | 0.03% | – |
| Q4 2019 | $7,000 | – | 28 | – | 0.00% | – |
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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% |