ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $598,647 | +191.5% | 10,036 | +204.7% | 0.08% | +203.8% |
Q2 2023 | $205,353 | +12.6% | 3,294 | 0.0% | 0.03% | +4.0% |
Q1 2023 | $182,352 | +40694.6% | 3,294 | -64.1% | 0.02% | -62.1% |
Q4 2022 | $447 | -99.9% | 9,175 | -5.9% | 0.07% | -14.3% |
Q3 2022 | $471,000 | -3.5% | 9,750 | 0.0% | 0.08% | +1.3% |
Q2 2022 | $488,000 | – | 9,750 | – | 0.08% | – |
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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% |