ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 90 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,572,410 | +5.3% | 96,810 | -1.4% | 1.09% | -8.0% |
| Q4 2022 | $5,290,125 | +2.0% | 98,183 | -4.9% | 1.18% | -11.5% |
| Q3 2022 | $5,187,000 | -5.7% | 103,203 | -2.5% | 1.33% | +3.7% |
| Q2 2022 | $5,503,000 | -19.4% | 105,813 | -0.7% | 1.28% | +0.7% |
| Q1 2022 | $6,831,000 | -15.3% | 106,511 | -3.2% | 1.28% | -15.2% |
| Q4 2021 | $8,067,000 | +5.7% | 110,072 | -0.7% | 1.50% | -1.6% |
| Q3 2021 | $7,631,000 | -0.5% | 110,793 | -0.4% | 1.53% | +0.4% |
| Q2 2021 | $7,666,000 | +8.6% | 111,274 | +495.9% | 1.52% | +3.2% |
| Q1 2021 | $7,062,000 | -46.6% | 18,674 | -46.0% | 1.48% | -42.9% |
| Q4 2020 | $13,217,000 | +23.8% | 34,557 | +3.3% | 2.58% | -12.9% |
| Q3 2020 | $10,672,000 | +9.2% | 33,439 | +0.3% | 2.97% | -14.1% |
| Q2 2020 | $9,772,000 | +1754.3% | 33,331 | +1438.8% | 3.46% | +1179.6% |
| Q3 2019 | $527,000 | +76.8% | 2,166 | +82.3% | 0.27% | +37.1% |
| Q2 2019 | $298,000 | – | 1,188 | – | 0.20% | – |
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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% |