ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 83 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $346,290 | -12.5% | 5,111 | -8.7% | 0.02% | -18.2% |
| Q1 2024 | $395,758 | +1.9% | 5,599 | -7.1% | 0.02% | 0.0% |
| Q4 2023 | $388,439 | +25.6% | 6,027 | +11.3% | 0.02% | +10.0% |
| Q3 2023 | $309,302 | +24428.3% | 5,414 | +62.4% | 0.02% | -89.8% |
| Q1 2021 | $1,261 | -35.9% | 3,334 | -35.2% | 0.20% | -50.0% |
| Q4 2020 | $1,967 | -99.2% | 5,142 | +425.8% | 0.39% | +522.2% |
| Q4 2019 | $257,000 | -42.5% | 978 | -46.7% | 0.06% | -44.7% |
| Q3 2019 | $447,000 | -33.2% | 1,835 | -31.0% | 0.11% | -44.1% |
| Q2 2019 | $669,000 | +151.5% | 2,660 | +135.4% | 0.20% | +108.2% |
| Q1 2019 | $266,000 | +20.9% | 1,130 | 0.0% | 0.10% | -23.4% |
| Q4 2018 | $220,000 | – | 1,130 | – | 0.13% | – |
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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% |