ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 113 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $631,714 | +21.4% | 9,324 | +26.6% | 0.00% | – |
| Q1 2024 | $520,434 | +88.1% | 7,363 | +71.5% | 0.00% | – |
| Q4 2023 | $276,710 | +2.8% | 4,293 | -8.8% | 0.00% | – |
| Q3 2023 | $269,049 | -22.4% | 4,709 | -17.2% | 0.00% | – |
| Q2 2023 | $346,765 | -37.4% | 5,690 | -40.9% | 0.00% | – |
| Q1 2023 | $553,824 | +119.8% | 9,622 | +105.8% | 0.00% | – |
| Q4 2022 | $251,974 | +8.6% | 4,676 | +1.7% | 0.00% | – |
| Q3 2022 | $232,000 | -13.8% | 4,598 | -11.3% | 0.00% | – |
| Q2 2022 | $269,000 | -29.2% | 5,182 | -12.3% | 0.00% | – |
| Q1 2022 | $380,000 | -21.5% | 5,911 | -10.5% | 0.00% | – |
| Q4 2021 | $484,000 | +14.7% | 6,602 | +7.7% | 0.00% | – |
| Q3 2021 | $422,000 | +1.4% | 6,132 | +1.5% | 0.00% | – |
| Q2 2021 | $416,000 | -1.0% | 6,041 | +443.7% | 0.00% | – |
| Q1 2021 | $420,000 | -3.9% | 1,111 | -2.9% | 0.00% | – |
| Q4 2020 | $437,000 | +19.4% | 1,144 | +0.2% | 0.00% | – |
| Q3 2020 | $366,000 | +8.6% | 1,142 | -0.8% | 0.00% | – |
| Q2 2020 | $337,000 | +44.6% | 1,151 | +7.8% | 0.00% | – |
| Q1 2020 | $233,000 | -21.3% | 1,068 | -4.9% | 0.00% | – |
| Q4 2019 | $296,000 | +8.4% | 1,123 | +0.2% | 0.00% | – |
| Q3 2019 | $273,000 | -8.4% | 1,121 | -5.5% | 0.00% | – |
| Q2 2019 | $298,000 | +13.3% | 1,186 | +5.2% | 0.00% | – |
| Q1 2019 | $263,000 | +35.6% | 1,127 | +11.5% | 0.00% | – |
| Q4 2018 | $194,000 | -18.5% | 1,011 | 0.0% | 0.00% | – |
| Q3 2018 | $238,000 | – | 1,011 | – | 0.00% | – |
Download | ||||||
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% |