ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $256,502 | -4.1% | 3,786 | 0.0% | 0.24% | +110.7% |
| Q1 2024 | $267,594 | +9.7% | 3,786 | 0.0% | 0.11% | -3.4% |
| Q4 2023 | $244,008 | +8.5% | 3,786 | -3.8% | 0.12% | +2.7% |
| Q3 2023 | $224,864 | -36.5% | 3,936 | -32.2% | 0.11% | -32.7% |
| Q2 2023 | $353,940 | +5.9% | 5,808 | 0.0% | 0.17% | -3.4% |
| Q1 2023 | $334,308 | -23.5% | 5,808 | -28.3% | 0.17% | -25.3% |
| Q4 2022 | $436,751 | -8.4% | 8,106 | -14.4% | 0.23% | -17.7% |
| Q3 2022 | $477,000 | -3.6% | 9,471 | -0.7% | 0.28% | -1.4% |
| Q2 2022 | $495,000 | -66.2% | 9,537 | -58.2% | 0.29% | -58.3% |
| Q1 2022 | $1,466,000 | -12.2% | 22,806 | 0.0% | 0.69% | -17.9% |
| Q4 2021 | $1,670,000 | +4.0% | 22,806 | -2.2% | 0.84% | -2.0% |
| Q3 2021 | $1,606,000 | -3.9% | 23,317 | -3.9% | 0.86% | -3.9% |
| Q2 2021 | $1,671,000 | +10.2% | 24,254 | +504.5% | 0.89% | +1.4% |
| Q1 2021 | $1,517,000 | +3.0% | 4,012 | +4.2% | 0.88% | -12.3% |
| Q4 2020 | $1,473,000 | – | 3,850 | – | 1.00% | – |
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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% |