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 | $174,579 | -2.0% | 2,577 | +2.3% | 0.04% | -8.5% |
| Q1 2024 | $178,114 | +10.9% | 2,520 | +1.1% | 0.05% | 0.0% |
| Q4 2023 | $160,609 | +9.6% | 2,492 | -2.8% | 0.05% | -6.0% |
| Q3 2023 | $146,538 | +80.8% | 2,565 | +92.9% | 0.05% | +85.2% |
| Q2 2023 | $81,050 | -96.9% | 1,330 | -96.7% | 0.03% | -97.5% |
| Q1 2022 | $2,578,000 | – | 40,103 | – | 1.08% | – |
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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% |