ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 237 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $335,363 | -4.1% | 4,950 | 0.0% | 0.12% | 0.0% |
| Q1 2024 | $349,866 | +9.7% | 4,950 | 0.0% | 0.12% | -8.5% |
| Q4 2023 | $319,028 | +12.8% | 4,950 | 0.0% | 0.13% | +15.0% |
| Q3 2023 | $282,794 | -6.3% | 4,950 | 0.0% | 0.11% | -10.3% |
| Q2 2023 | $301,653 | +5.9% | 4,950 | 0.0% | 0.13% | +7.7% |
| Q1 2023 | $284,922 | +6.8% | 4,950 | 0.0% | 0.12% | +9.3% |
| Q4 2022 | $266,706 | +6.9% | 4,950 | 0.0% | 0.11% | -22.5% |
| Q3 2022 | $249,381 | -3.0% | 4,950 | 0.0% | 0.14% | -3.5% |
| Q2 2022 | $257,103 | -30.3% | 4,950 | -13.8% | 0.14% | -12.3% |
| Q1 2022 | $369,096 | -12.2% | 5,742 | 0.0% | 0.16% | +2.5% |
| Q4 2021 | $420,544 | – | 5,742 | – | 0.16% | – |
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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% |