ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,987,000 | +65.2% | 167,437 | +72.6% | 0.00% | +50.0% |
| Q2 2023 | $6,047,000 | -57.6% | 97,014 | -62.3% | 0.00% | -50.0% |
| Q1 2023 | $14,261,000 | +25.5% | 257,608 | +10.4% | 0.00% | +33.3% |
| Q4 2022 | $11,362,000 | +63.2% | 233,392 | +61.8% | 0.00% | +50.0% |
| Q3 2022 | $6,960,000 | -3.0% | 144,245 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $7,175,000 | -32.9% | 143,254 | -12.9% | 0.00% | -33.3% |
| Q1 2022 | $10,693,000 | -48.1% | 164,514 | -42.6% | 0.00% | -40.0% |
| Q4 2021 | $20,595,000 | +6.4% | 286,755 | -2.9% | 0.01% | 0.0% |
| Q3 2021 | $19,359,000 | +39.4% | 295,327 | +37.7% | 0.01% | +25.0% |
| Q2 2021 | $13,887,000 | -24.1% | 214,431 | +238.1% | 0.00% | -20.0% |
| Q1 2021 | $18,294,000 | +24.3% | 63,417 | +24.9% | 0.01% | +25.0% |
| Q4 2020 | $14,716,000 | -22.4% | 50,760 | -28.5% | 0.00% | -42.9% |
| Q3 2020 | $18,974,000 | +83.7% | 70,949 | +61.1% | 0.01% | +75.0% |
| Q2 2020 | $10,327,000 | +0.1% | 44,045 | -20.7% | 0.00% | -20.0% |
| Q1 2020 | $10,318,000 | -4.6% | 55,547 | +7.9% | 0.01% | +25.0% |
| Q4 2019 | $10,811,000 | +1.9% | 51,490 | -7.1% | 0.00% | 0.0% |
| Q3 2019 | $10,608,000 | -19.3% | 55,409 | -19.1% | 0.00% | -20.0% |
| Q2 2019 | $13,140,000 | +24.6% | 68,489 | +18.8% | 0.01% | 0.0% |
| Q1 2019 | $10,544,000 | +98.7% | 57,674 | +72.3% | 0.01% | +66.7% |
| Q4 2018 | $5,307,000 | +19.0% | 33,471 | +39.5% | 0.00% | +50.0% |
| Q3 2018 | $4,459,000 | +173.4% | 23,991 | +156.9% | 0.00% | +100.0% |
| Q2 2018 | $1,631,000 | +11.3% | 9,338 | +4.4% | 0.00% | 0.0% |
| Q1 2018 | $1,466,000 | -17.5% | 8,948 | -21.2% | 0.00% | 0.0% |
| Q4 2017 | $1,776,000 | +4.0% | 11,354 | -2.7% | 0.00% | 0.0% |
| Q3 2017 | $1,708,000 | +1.4% | 11,675 | -3.5% | 0.00% | 0.0% |
| Q2 2017 | $1,685,000 | -27.9% | 12,103 | -31.8% | 0.00% | 0.0% |
| Q1 2017 | $2,336,000 | -8.4% | 17,749 | -15.8% | 0.00% | 0.0% |
| Q4 2016 | $2,550,000 | -16.6% | 21,077 | -15.9% | 0.00% | -50.0% |
| Q3 2016 | $3,057,000 | -9.8% | 25,076 | -13.4% | 0.00% | 0.0% |
| Q2 2016 | $3,390,000 | +47.9% | 28,949 | +49.2% | 0.00% | +100.0% |
| Q1 2016 | $2,292,000 | +90.0% | 19,402 | +93.5% | 0.00% | 0.0% |
| Q4 2015 | $1,206,000 | +9.2% | 10,026 | +1.7% | 0.00% | 0.0% |
| Q3 2015 | $1,104,000 | -60.9% | 9,863 | -58.5% | 0.00% | -50.0% |
| Q2 2015 | $2,820,000 | +100.0% | 23,759 | +99.1% | 0.00% | +100.0% |
| Q1 2015 | $1,410,000 | +19.5% | 11,933 | +14.5% | 0.00% | 0.0% |
| Q4 2014 | $1,180,000 | +28.5% | 10,426 | +23.5% | 0.00% | 0.0% |
| Q3 2014 | $918,000 | +2.7% | 8,440 | +0.8% | 0.00% | 0.0% |
| Q2 2014 | $894,000 | -35.2% | 8,376 | -39.5% | 0.00% | 0.0% |
| Q1 2014 | $1,379,000 | +155.4% | 13,846 | +155.5% | 0.00% | – |
| Q4 2013 | $540,000 | -65.9% | 5,419 | -69.3% | 0.00% | -100.0% |
| Q3 2013 | $1,585,000 | -17.2% | 17,674 | -24.2% | 0.00% | -50.0% |
| Q2 2013 | $1,915,000 | – | 23,317 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |