ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,452 | +7.1% | 3,726 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $200,321 | -21.1% | 3,718 | -26.4% | 0.06% | -21.4% |
| Q3 2022 | $254,000 | -2.7% | 5,055 | +0.2% | 0.07% | 0.0% |
| Q2 2022 | $261,000 | -19.2% | 5,043 | +0.1% | 0.07% | -7.9% |
| Q1 2022 | $323,000 | -12.2% | 5,037 | +0.1% | 0.08% | -9.5% |
| Q4 2021 | $368,000 | +6.4% | 5,031 | +0.1% | 0.08% | -3.4% |
| Q3 2021 | $346,000 | +0.3% | 5,024 | +0.1% | 0.09% | -1.1% |
| Q2 2021 | $345,000 | +9.2% | 5,018 | +500.2% | 0.09% | 0.0% |
| Q1 2021 | $316,000 | -1.2% | 836 | +0.1% | 0.09% | -9.3% |
| Q4 2020 | $320,000 | +19.9% | 835 | 0.0% | 0.10% | +3.2% |
| Q3 2020 | $267,000 | +8.1% | 835 | 0.0% | 0.09% | +1.1% |
| Q2 2020 | $247,000 | +30.7% | 835 | -8.0% | 0.09% | +3.3% |
| Q1 2020 | $189,000 | -21.6% | 908 | 0.0% | 0.09% | +12.5% |
| Q4 2019 | $241,000 | -18.9% | 908 | -26.7% | 0.08% | -25.9% |
| Q3 2019 | $297,000 | -5.1% | 1,238 | +0.1% | 0.11% | -7.7% |
| Q2 2019 | $313,000 | +27.2% | 1,237 | +19.3% | 0.12% | +17.0% |
| Q1 2019 | $246,000 | +22.4% | 1,037 | 0.0% | 0.10% | +8.7% |
| Q4 2018 | $201,000 | – | 1,037 | – | 0.09% | – |
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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% |