ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |