ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -6.3% | 9,876 | 0.0% | 0.10% | -4.6% |
| Q2 2023 | $602 | +7.9% | 9,876 | 0.0% | 0.11% | 0.0% |
| Q1 2023 | $558 | +3.5% | 9,876 | 0.0% | 0.11% | -2.7% |
| Q4 2022 | $539 | -99.9% | 9,876 | 0.0% | 0.11% | -11.9% |
| Q3 2022 | $507,000 | -3.6% | 9,876 | 0.0% | 0.13% | -6.0% |
| Q2 2022 | $526,000 | -15.3% | 9,876 | 0.0% | 0.13% | +16.5% |
| Q1 2022 | $621,000 | -12.7% | 9,876 | 0.0% | 0.12% | -11.5% |
| Q4 2021 | $711,000 | +3.5% | 9,876 | 0.0% | 0.13% | -9.7% |
| Q3 2021 | $687,000 | +1.0% | 9,876 | 0.0% | 0.14% | -2.0% |
| Q2 2021 | $680,000 | +9.3% | 9,876 | +500.0% | 0.15% | -0.7% |
| Q1 2021 | $622,000 | -1.3% | 1,646 | 0.0% | 0.15% | -8.1% |
| Q4 2020 | $630,000 | +13.3% | 1,646 | 0.0% | 0.16% | -0.6% |
| Q3 2020 | $556,000 | +15.1% | 1,646 | 0.0% | 0.16% | +5.2% |
| Q2 2020 | $483,000 | – | 1,646 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 18,489 | $3,872,000 | 1.85% |
| Courage Miller Partners, LLC | 10,962 | $2,295,000 | 1.39% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 22,804 | $4,776,000 | 1.09% |
| Neumann Capital Management, LLC | 4,331 | $907,000 | 0.58% |
| Starfire Investment Advisers, Inc. | 4,836 | $1,012,000 | 0.53% |
| PACIFIC SUN FINANCIAL CORP | 1,187 | $249,000 | 0.33% |
| M Holdings Securities, Inc. | 4,955 | $1,038,000 | 0.32% |
| Titus Wealth Management | 975 | $204,000,000 | 0.20% |
| GHP Investment Advisors, Inc. | 5,127 | $1,074,000 | 0.15% |
| Virtu Financial LLC | 9,499 | $1,989,000 | 0.11% |