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 | $4,324,995 | +2.8% | 72,501 | +7.5% | 0.01% | +9.1% |
| Q2 2023 | $4,206,089 | +124303.7% | 67,468 | +10.5% | 0.01% | +10.0% |
| Q1 2023 | $3,381 | +7.7% | 61,074 | -5.3% | 0.01% | 0.0% |
| Q4 2022 | $3,138 | -99.7% | 64,463 | +207.7% | 0.01% | +150.0% |
| Q3 2022 | $1,011,000 | +11.3% | 20,952 | +15.6% | 0.00% | 0.0% |
| Q2 2022 | $908,000 | -27.8% | 18,126 | -6.3% | 0.00% | -20.0% |
| Q1 2022 | $1,257,000 | -2.1% | 19,340 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $1,284,000 | +14.4% | 17,879 | +4.5% | 0.01% | -16.7% |
| Q3 2021 | $1,122,000 | +29.0% | 17,111 | +27.3% | 0.01% | +20.0% |
| Q2 2021 | $870,000 | +69.9% | 13,440 | +403.9% | 0.01% | -16.7% |
| Q2 2019 | $512,000 | +4.9% | 2,667 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $488,000 | +15.4% | 2,667 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $423,000 | -14.7% | 2,667 | 0.0% | 0.01% | -38.5% |
| Q3 2018 | $496,000 | +11.0% | 2,667 | +4.2% | 0.01% | 0.0% |
| Q2 2018 | $447,000 | +2.5% | 2,559 | -3.7% | 0.01% | -18.8% |
| Q1 2018 | $436,000 | +9.0% | 2,658 | +3.9% | 0.02% | +6.7% |
| Q4 2017 | $400,000 | – | 2,559 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |