ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 142 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,003 | -4.3% | 3,705 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $230,975 | +11.1% | 3,705 | -1.3% | 0.02% | +7.1% |
| Q1 2023 | $207,872 | -17.2% | 3,755 | -27.8% | 0.01% | -26.3% |
| Q3 2022 | $251,000 | -5.3% | 5,200 | -1.9% | 0.02% | -5.0% |
| Q2 2022 | $265,000 | -23.0% | 5,300 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $344,000 | -12.0% | 5,300 | -2.8% | 0.02% | -16.0% |
| Q4 2021 | $391,000 | +9.5% | 5,450 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $357,000 | -3.3% | 5,450 | -4.4% | 0.02% | 0.0% |
| Q2 2021 | $369,000 | +12.2% | 5,700 | +400.0% | 0.02% | 0.0% |
| Q1 2021 | $329,000 | -0.3% | 1,140 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $330,000 | +5.8% | 1,140 | -2.1% | 0.03% | -7.1% |
| Q3 2020 | $312,000 | +14.3% | 1,165 | 0.0% | 0.03% | +12.0% |
| Q2 2020 | $273,000 | +26.4% | 1,165 | 0.0% | 0.02% | +13.6% |
| Q1 2020 | $216,000 | -10.0% | 1,165 | +1.7% | 0.02% | +83.3% |
| Q4 2019 | $240,000 | +9.1% | 1,145 | -0.4% | 0.01% | +33.3% |
| Q3 2019 | $220,000 | -21.1% | 1,150 | -21.0% | 0.01% | -18.2% |
| Q2 2019 | $279,000 | +4.1% | 1,455 | -0.7% | 0.01% | +10.0% |
| Q1 2019 | $268,000 | +13.1% | 1,465 | -2.0% | 0.01% | 0.0% |
| Q4 2018 | $237,000 | -36.1% | 1,495 | -25.1% | 0.01% | -16.7% |
| Q3 2018 | $371,000 | +15.6% | 1,995 | +8.4% | 0.01% | +20.0% |
| Q2 2018 | $321,000 | +9.6% | 1,840 | +2.8% | 0.01% | 0.0% |
| Q1 2018 | $293,000 | +4.6% | 1,790 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $280,000 | +6.9% | 1,790 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $262,000 | – | 1,790 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |