ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 142 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,444,844 | -9.9% | 40,986 | -5.8% | 0.00% | 0.0% |
| Q2 2023 | $2,713,193 | +12.2% | 43,522 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $2,419,084 | +16.3% | 43,698 | +2.3% | 0.00% | – |
| Q4 2022 | $2,079,561 | +3.3% | 42,719 | +2.4% | 0.00% | – |
| Q3 2022 | $2,014,000 | -5.9% | 41,726 | -2.3% | 0.00% | – |
| Q2 2022 | $2,140,000 | -23.4% | 42,726 | -0.6% | 0.00% | -100.0% |
| Q1 2022 | $2,793,000 | -11.9% | 42,977 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $3,169,000 | +16.9% | 44,131 | +6.6% | 0.00% | 0.0% |
| Q3 2021 | $2,712,000 | +1.1% | 41,380 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $2,683,000 | +11.6% | 41,435 | +397.2% | 0.00% | – |
| Q1 2021 | $2,404,000 | -0.5% | 8,333 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $2,416,000 | +8.4% | 8,333 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,229,000 | +48.5% | 8,333 | +30.1% | 0.00% | – |
| Q2 2020 | $1,501,000 | +44.2% | 6,403 | +14.3% | 0.00% | – |
| Q1 2020 | $1,041,000 | -11.5% | 5,602 | 0.0% | 0.00% | – |
| Q4 2019 | $1,176,000 | +9.6% | 5,602 | 0.0% | 0.00% | – |
| Q3 2019 | $1,073,000 | -4.6% | 5,602 | -4.5% | 0.00% | – |
| Q2 2019 | $1,125,000 | +4.9% | 5,864 | 0.0% | 0.00% | – |
| Q1 2019 | $1,072,000 | +15.3% | 5,864 | 0.0% | 0.00% | – |
| Q4 2018 | $930,000 | -14.7% | 5,864 | 0.0% | 0.00% | – |
| Q3 2018 | $1,090,000 | +4.0% | 5,864 | -2.3% | 0.00% | – |
| Q2 2018 | $1,048,000 | +9.1% | 6,001 | +2.3% | 0.00% | – |
| Q1 2018 | $961,000 | +4.7% | 5,864 | 0.0% | 0.00% | – |
| Q4 2017 | $918,000 | +1.7% | 5,864 | -4.9% | 0.00% | – |
| Q3 2017 | $903,000 | -5.2% | 6,164 | -9.9% | 0.00% | – |
| Q2 2017 | $953,000 | +11.2% | 6,844 | +5.1% | 0.00% | – |
| Q1 2017 | $857,000 | -3.7% | 6,512 | -11.5% | 0.00% | – |
| Q4 2016 | $890,000 | +25.5% | 7,357 | +26.6% | 0.00% | – |
| Q3 2016 | $709,000 | +6.0% | 5,811 | +1.7% | 0.00% | – |
| Q2 2016 | $669,000 | -2.9% | 5,715 | -2.0% | 0.00% | – |
| Q1 2016 | $689,000 | 0.0% | 5,829 | +1.8% | 0.00% | – |
| Q4 2015 | $689,000 | +55.5% | 5,728 | +44.5% | 0.00% | – |
| Q3 2015 | $443,000 | -4.5% | 3,964 | +1.3% | 0.00% | – |
| Q2 2015 | $464,000 | 0.0% | 3,913 | -0.2% | 0.00% | – |
| Q1 2015 | $464,000 | +17.5% | 3,921 | +12.1% | 0.00% | – |
| Q4 2014 | $395,000 | – | 3,497 | – | 0.00% | – |
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% |