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 | $67,915,763 | -3.8% | 1,138,571 | +0.6% | 0.05% | -4.0% |
| Q2 2023 | $70,574,325 | +16.6% | 1,132,062 | +3.5% | 0.05% | +6.4% |
| Q1 2023 | $60,526,848 | +5.4% | 1,093,356 | -7.3% | 0.05% | -4.1% |
| Q4 2022 | $57,426,647 | -2.3% | 1,179,676 | -3.2% | 0.05% | -14.0% |
| Q3 2022 | $58,785,000 | -6.0% | 1,218,080 | -2.5% | 0.06% | -3.4% |
| Q2 2022 | $62,557,000 | -20.5% | 1,248,894 | +3.2% | 0.06% | -13.2% |
| Q1 2022 | $78,649,000 | -10.4% | 1,209,990 | -1.0% | 0.07% | -8.1% |
| Q4 2021 | $87,823,000 | +12.0% | 1,222,815 | +2.3% | 0.07% | 0.0% |
| Q3 2021 | $78,390,000 | +8.8% | 1,195,887 | +7.5% | 0.07% | +1.4% |
| Q2 2021 | $72,023,000 | +12.2% | 1,112,155 | +399.8% | 0.07% | -1.4% |
| Q1 2021 | $64,188,000 | -11.6% | 222,513 | -11.1% | 0.07% | -21.3% |
| Q4 2020 | $72,574,000 | +5.3% | 250,358 | -2.8% | 0.09% | -13.0% |
| Q3 2020 | $68,918,000 | +3.0% | 257,686 | -9.7% | 0.11% | -7.7% |
| Q2 2020 | $66,931,000 | +64.4% | 285,444 | +30.3% | 0.12% | +33.0% |
| Q1 2020 | $40,702,000 | +3.1% | 219,124 | +16.6% | 0.09% | +22.2% |
| Q4 2019 | $39,474,000 | +4.2% | 188,008 | -5.0% | 0.07% | -6.5% |
| Q3 2019 | $37,886,000 | +12.8% | 197,888 | +13.1% | 0.08% | +6.9% |
| Q2 2019 | $33,577,000 | -0.4% | 175,015 | -5.1% | 0.07% | -6.5% |
| Q1 2019 | $33,703,000 | +46.5% | 184,338 | +27.0% | 0.08% | +26.2% |
| Q4 2018 | $23,005,000 | +5.7% | 145,114 | +23.9% | 0.06% | +17.3% |
| Q3 2018 | $21,769,000 | +57.3% | 117,128 | +47.8% | 0.05% | +44.4% |
| Q2 2018 | $13,841,000 | +29.9% | 79,236 | +21.8% | 0.04% | +24.1% |
| Q1 2018 | $10,656,000 | -4.6% | 65,033 | -8.9% | 0.03% | -14.7% |
| Q4 2017 | $11,168,000 | +10.0% | 71,368 | +2.9% | 0.03% | -5.6% |
| Q3 2017 | $10,154,000 | +17.9% | 69,360 | +12.1% | 0.04% | +9.1% |
| Q2 2017 | $8,616,000 | +4.1% | 61,881 | -1.5% | 0.03% | -41.1% |
| Q1 2017 | $8,275,000 | +9.4% | 62,831 | +1.2% | 0.06% | -3.4% |
| Q4 2016 | $7,564,000 | -0.9% | 62,094 | -1.6% | 0.06% | -19.4% |
| Q3 2016 | $7,631,000 | -17.7% | 63,078 | -19.7% | 0.07% | -7.7% |
| Q2 2016 | $9,274,000 | -59.3% | 78,592 | -59.4% | 0.08% | +23.8% |
| Q1 2016 | $22,772,000 | +23.5% | 193,454 | +23.5% | 0.06% | +23.5% |
| Q4 2015 | $18,435,000 | +158.7% | 156,638 | +155.3% | 0.05% | +30.8% |
| Q3 2015 | $7,126,000 | -1.1% | 61,351 | +1.6% | 0.04% | +5.4% |
| Q2 2015 | $7,202,000 | -3.4% | 60,369 | -4.8% | 0.04% | -2.6% |
| Q1 2015 | $7,457,000 | -2.0% | 63,392 | -5.7% | 0.04% | -9.5% |
| Q4 2014 | $7,611,000 | +10.7% | 67,251 | +4.8% | 0.04% | +2.4% |
| Q3 2014 | $6,875,000 | +6.0% | 64,153 | +5.5% | 0.04% | +7.9% |
| Q2 2014 | $6,488,000 | -1.7% | 60,836 | -8.2% | 0.04% | -7.3% |
| Q1 2014 | $6,598,000 | -2.4% | 66,239 | -2.2% | 0.04% | -2.4% |
| Q4 2013 | $6,757,000 | +28.0% | 67,763 | +16.6% | 0.04% | +20.0% |
| Q3 2013 | $5,279,000 | +36.2% | 58,122 | +23.1% | 0.04% | +25.0% |
| Q2 2013 | $3,875,000 | – | 47,204 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 823,195 | $40,073 | 13.36% |
| Aspire Wealth Management Corp | 104,068 | $5,066,051 | 4.41% |
| FAS Wealth Partners, Inc. | 692,043 | $33,688,662 | 3.82% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 168,535 | $8,204,304 | 3.44% |
| Ipsen Advisor Group LLC | 57,652 | $2,806,512 | 3.24% |
| Equitable Holdings, Inc. | 3,438,738 | $167,397,766 | 2.91% |
| Sunburst Financial Group, LLC | 144,396 | $7,029,197 | 2.80% |
| Dentgroup LLC | 60,829 | $2,961,138 | 2.56% |
| Madison Wealth Partners, Inc | 35,768 | $1,741,210 | 1.02% |
| Brand Asset Management Group, Inc. | 38,135 | $1,856,426 | 0.94% |