ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 230 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $411,581 | -5.5% | 6,386 | -16.2% | 0.23% | -14.9% |
| Q3 2023 | $435,447 | -6.6% | 7,622 | -0.4% | 0.28% | -3.8% |
| Q2 2023 | $466,433 | +5.6% | 7,654 | -0.3% | 0.29% | +2.5% |
| Q1 2023 | $441,832 | +3.3% | 7,676 | -3.3% | 0.28% | +0.7% |
| Q4 2022 | $427,915 | -30.3% | 7,942 | -34.8% | 0.28% | -36.8% |
| Q3 2022 | $614,000 | -14.7% | 12,189 | -12.0% | 0.44% | -10.8% |
| Q2 2022 | $720,000 | -43.8% | 13,854 | -30.4% | 0.49% | -36.4% |
| Q1 2022 | $1,280,000 | -35.1% | 19,907 | -26.1% | 0.77% | -33.8% |
| Q4 2021 | $1,973,000 | -11.0% | 26,933 | -16.3% | 1.17% | -18.3% |
| Q3 2021 | $2,216,000 | -20.5% | 32,167 | -20.5% | 1.43% | -20.0% |
| Q2 2021 | $2,789,000 | +9.0% | 40,481 | +498.5% | 1.78% | +1.8% |
| Q1 2021 | $2,558,000 | +19.6% | 6,764 | +21.0% | 1.75% | +11.2% |
| Q4 2020 | $2,138,000 | – | 5,589 | – | 1.58% | – |
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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% |