ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $700,906 | -4.3% | 11,750 | 0.0% | 0.08% | -2.4% |
| Q2 2023 | $732,531 | +11.4% | 11,750 | -1.1% | 0.08% | +20.3% |
| Q1 2023 | $657,699 | +88658.3% | 11,881 | -22.0% | 0.07% | -12.7% |
| Q4 2022 | $741 | -99.9% | 15,236 | +12.4% | 0.08% | +1.3% |
| Q3 2022 | $654,000 | -3.8% | 13,552 | -0.1% | 0.08% | +2.6% |
| Q2 2022 | $680,000 | -63.4% | 13,569 | -50.0% | 0.08% | -15.6% |
| Q1 2022 | $1,857,000 | +90.5% | 27,138 | +100.0% | 0.09% | -6.2% |
| Q4 2021 | $975,000 | -20.0% | 13,569 | -27.0% | 0.10% | -30.9% |
| Q3 2021 | $1,218,000 | +29.2% | 18,584 | +468.5% | 0.14% | +1.5% |
| Q2 2021 | $943,000 | 0.0% | 3,269 | 0.0% | 0.14% | -18.9% |
| Q1 2021 | $943,000 | -7.8% | 3,269 | -7.4% | 0.17% | -16.3% |
| Q4 2020 | $1,023,000 | +61.1% | 3,530 | +48.6% | 0.20% | +29.5% |
| Q3 2020 | $635,000 | -23.3% | 2,375 | -53.0% | 0.16% | -3.7% |
| Q1 2018 | $828,000 | +82.4% | 5,055 | +54.9% | 0.16% | +68.8% |
| Q2 2017 | $454,000 | +5.6% | 3,264 | 0.0% | 0.10% | -3.0% |
| Q1 2017 | $430,000 | +15.6% | 3,264 | +6.1% | 0.10% | +23.8% |
| Q4 2016 | $372,000 | +6.0% | 3,075 | +7.0% | 0.08% | -4.8% |
| Q3 2016 | $351,000 | – | 2,875 | – | 0.08% | – |
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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% |