ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 216 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,528,885 | -18.8% | 126,466 | -15.8% | 2.52% | -21.2% |
| Q1 2024 | $10,503,221 | +11.9% | 150,175 | +3.1% | 3.20% | +1.5% |
| Q4 2023 | $9,389,205 | +11.6% | 145,682 | -0.1% | 3.15% | -6.0% |
| Q3 2023 | $8,409,749 | +14.0% | 145,876 | +20.5% | 3.35% | +5.6% |
| Q2 2023 | $7,376,677 | +14.4% | 121,048 | +8.1% | 3.17% | +2.2% |
| Q1 2023 | $6,446,645 | +108.9% | 111,999 | +95.6% | 3.11% | +77.7% |
| Q4 2022 | $3,085,382 | +1218.5% | 57,264 | +1131.5% | 1.75% | +992.5% |
| Q3 2022 | $234,000 | +7.3% | 4,650 | +11.0% | 0.16% | +8.1% |
| Q2 2022 | $218,000 | -34.9% | 4,190 | -19.7% | 0.15% | -24.9% |
| Q1 2022 | $335,000 | -2.6% | 5,217 | +11.1% | 0.20% | -6.2% |
| Q4 2021 | $344,000 | – | 4,694 | – | 0.21% | – |
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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% |