ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 180 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,776,437 | -4.3% | 29,781 | 0.0% | 0.15% | -0.7% |
| Q2 2023 | $1,856,589 | +17.5% | 29,781 | +4.3% | 0.15% | +16.2% |
| Q1 2023 | $1,579,996 | +1.5% | 28,541 | -10.8% | 0.13% | -5.8% |
| Q4 2022 | $1,557,124 | -0.2% | 31,987 | -1.1% | 0.14% | -9.8% |
| Q3 2022 | $1,561,000 | -6.7% | 32,356 | -3.1% | 0.15% | +0.7% |
| Q2 2022 | $1,673,000 | -22.9% | 33,398 | +0.0% | 0.15% | -10.1% |
| Q1 2022 | $2,171,000 | -14.8% | 33,393 | -5.8% | 0.17% | -5.1% |
| Q4 2021 | $2,547,000 | +23.0% | 35,464 | +12.3% | 0.18% | +6.0% |
| Q3 2021 | $2,071,000 | +2.5% | 31,589 | +1.2% | 0.17% | +5.0% |
| Q2 2021 | $2,021,000 | +25.3% | 31,200 | +458.0% | 0.16% | +5.3% |
| Q1 2021 | $1,613,000 | +148.5% | 5,591 | +149.7% | 0.15% | +123.5% |
| Q4 2020 | $649,000 | +29.0% | 2,239 | +19.0% | 0.07% | +15.3% |
| Q3 2020 | $503,000 | +15.4% | 1,882 | +1.3% | 0.06% | +3.5% |
| Q2 2020 | $436,000 | +344.9% | 1,858 | +251.9% | 0.06% | +307.1% |
| Q1 2020 | $98,000 | -11.7% | 528 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $111,000 | +9.9% | 528 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $101,000 | +4.1% | 528 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $97,000 | +15.5% | 528 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $84,000 | -14.3% | 528 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $98,000 | +6.5% | 528 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $92,000 | +5.7% | 528 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $87,000 | +4.8% | 528 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $83,000 | +7.8% | 528 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $77,000 | +4.1% | 528 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $74,000 | +5.7% | 528 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $70,000 | +9.4% | 528 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $64,000 | 0.0% | 528 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $64,000 | +3.2% | 528 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $62,000 | 0.0% | 528 | 0.0% | 0.01% | -8.3% |
| Q1 2016 | $62,000 | -3.1% | 528 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $64,000 | +8.5% | 528 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $59,000 | -6.3% | 528 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $63,000 | +1.6% | 528 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $62,000 | +3.3% | 528 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $60,000 | +5.3% | 528 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $57,000 | +1.8% | 528 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $56,000 | +5.7% | 528 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $53,000 | – | 528 | – | 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% |