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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,290,840 | -7.2% | 19,053 | -3.2% | 0.68% | -13.6% |
| Q1 2024 | $1,391,543 | +26.5% | 19,687 | +15.3% | 0.78% | +7.6% |
| Q4 2023 | $1,100,236 | -42.4% | 17,072 | -48.9% | 0.73% | -46.6% |
| Q3 2023 | $1,908,727 | -5.8% | 33,410 | +0.5% | 1.36% | +12.6% |
| Q2 2023 | $2,026,026 | +15.2% | 33,246 | +8.8% | 1.21% | -2.8% |
| Q1 2023 | $1,758,660 | – | 30,553 | – | 1.24% | – |
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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% |