ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $68 | -4.2% | 1 | 0.0% | 0.00% | – |
| Q1 2024 | $71 | +10.9% | 1 | 0.0% | 0.00% | – |
| Q4 2023 | $64 | +12.3% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $57 | -6.6% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $61 | +5.2% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $58 | -46.3% | 1 | -50.0% | 0.00% | – |
| Q4 2022 | $108 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $2,161,000 | +20.5% | 5,649 | +0.9% | 2.51% | +20.7% |
| Q3 2020 | $1,794,000 | -55.1% | 5,597 | -58.9% | 2.08% | -52.7% |
| Q2 2020 | $3,994,000 | +29.3% | 13,622 | -3.8% | 4.40% | +16.6% |
| Q1 2020 | $3,089,000 | -31.6% | 14,162 | -17.5% | 3.77% | -6.3% |
| Q4 2019 | $4,517,000 | – | 17,175 | – | 4.03% | – |
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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% |