ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,943 | -4.1% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $9,330 | +9.7% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8,507 | +12.8% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $7,541 | -6.3% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,044 | +5.9% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,598 | +6.8% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,112 | +1.6% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 132 | -15.4% | 0.00% | -33.3% |
| Q2 2022 | $8,000 | -20.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 156 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $11,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 156 | +500.0% | 0.00% | +33.3% |
| Q1 2021 | $10,000 | 0.0% | 26 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $10,000 | -9.1% | 26 | -23.5% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 34 | -12.8% | 0.00% | -20.0% |
| Q1 2020 | $9,000 | -10.0% | 39 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $10,000 | – | 39 | – | 0.00% | – |
Download | ||||||
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% |