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 | $4,145,927 | -1.9% | 69,504 | +2.5% | 0.01% | 0.0% |
| Q2 2023 | $4,225,950 | -13.6% | 67,787 | -23.3% | 0.01% | -28.6% |
| Q1 2023 | $4,890,843 | -65.1% | 88,348 | -69.3% | 0.01% | -66.7% |
| Q4 2022 | $14,015,518 | +116.7% | 287,910 | +114.8% | 0.02% | +90.9% |
| Q3 2022 | $6,469,000 | +38.6% | 134,028 | +43.8% | 0.01% | +37.5% |
| Q2 2022 | $4,669,000 | -64.0% | 93,221 | -53.3% | 0.01% | -61.9% |
| Q1 2022 | $12,987,000 | -1.8% | 199,791 | +8.5% | 0.02% | -4.5% |
| Q4 2021 | $13,226,000 | +37.3% | 184,163 | +25.4% | 0.02% | +22.2% |
| Q3 2021 | $9,630,000 | +19.6% | 146,911 | +18.2% | 0.02% | +20.0% |
| Q2 2021 | $8,051,000 | +41.3% | 124,312 | +529.4% | 0.02% | +25.0% |
| Q1 2021 | $5,698,000 | +43.2% | 19,752 | +43.8% | 0.01% | +33.3% |
| Q4 2020 | $3,980,000 | +57.0% | 13,732 | +44.9% | 0.01% | +28.6% |
| Q3 2020 | $2,535,000 | +24.1% | 9,477 | +8.8% | 0.01% | +16.7% |
| Q2 2020 | $2,042,000 | +43.1% | 8,708 | +13.4% | 0.01% | 0.0% |
| Q1 2020 | $1,427,000 | +85.8% | 7,682 | +110.1% | 0.01% | +100.0% |
| Q4 2019 | $768,000 | +23.5% | 3,656 | +12.6% | 0.00% | +50.0% |
| Q3 2019 | $622,000 | -9.3% | 3,247 | -9.2% | 0.00% | -33.3% |
| Q2 2019 | $686,000 | +0.1% | 3,577 | -4.6% | 0.00% | 0.0% |
| Q1 2019 | $685,000 | +23.9% | 3,748 | +7.4% | 0.00% | 0.0% |
| Q4 2018 | $553,000 | +84.3% | 3,490 | +116.2% | 0.00% | +50.0% |
| Q3 2018 | $300,000 | +7.5% | 1,614 | +1.1% | 0.00% | 0.0% |
| Q2 2018 | $279,000 | +18.2% | 1,596 | +10.8% | 0.00% | +100.0% |
| Q1 2018 | $236,000 | +268.8% | 1,440 | +251.2% | 0.00% | – |
| Q4 2017 | $64,000 | +20.8% | 410 | +13.6% | 0.00% | – |
| Q3 2017 | $53,000 | +29.3% | 361 | +21.1% | 0.00% | – |
| Q2 2017 | $41,000 | -8.9% | 298 | -12.9% | 0.00% | – |
| Q1 2017 | $45,000 | -29.7% | 342 | -35.3% | 0.00% | -100.0% |
| Q4 2016 | $64,000 | +16.4% | 529 | +13.5% | 0.00% | 0.0% |
| Q2 2016 | $55,000 | 0.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $55,000 | -1.8% | 466 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $56,000 | – | 466 | – | 0.00% | – |
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% |