ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $420,182 | +12.6% | 6,740 | 0.0% | 0.07% | +5.9% |
| Q1 2023 | $373,119 | +13.7% | 6,740 | 0.0% | 0.07% | +7.9% |
| Q4 2022 | $328,103 | +1.0% | 6,740 | 0.0% | 0.06% | -6.0% |
| Q3 2022 | $325,000 | -3.8% | 6,740 | 0.0% | 0.07% | +4.7% |
| Q2 2022 | $338,000 | -22.8% | 6,740 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $438,000 | -9.5% | 6,740 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $484,000 | +9.5% | 6,740 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $442,000 | +1.4% | 6,740 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $436,000 | +12.1% | 6,740 | +400.0% | 0.07% | +4.3% |
| Q1 2021 | $389,000 | -1.8% | 1,348 | -1.4% | 0.07% | -6.8% |
| Q4 2020 | $396,000 | +6.5% | 1,367 | -1.7% | 0.07% | -5.1% |
| Q3 2020 | $372,000 | +8.5% | 1,391 | -5.0% | 0.08% | -1.3% |
| Q2 2020 | $343,000 | +15.9% | 1,464 | -8.2% | 0.08% | 0.0% |
| Q1 2020 | $296,000 | -11.6% | 1,595 | 0.0% | 0.08% | +1.3% |
| Q4 2019 | $335,000 | +9.8% | 1,595 | 0.0% | 0.08% | -1.3% |
| Q3 2019 | $305,000 | -10.8% | 1,595 | -10.6% | 0.08% | -12.2% |
| Q2 2019 | $342,000 | +4.9% | 1,785 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $326,000 | +11.6% | 1,785 | -3.0% | 0.09% | -1.1% |
| Q4 2018 | $292,000 | -14.6% | 1,840 | 0.0% | 0.09% | 0.0% |
| Q3 2018 | $342,000 | +6.5% | 1,840 | 0.0% | 0.09% | -1.1% |
| Q2 2018 | $321,000 | +3.5% | 1,840 | -2.6% | 0.09% | +2.2% |
| Q1 2018 | $310,000 | -4.0% | 1,890 | -8.5% | 0.09% | -3.2% |
| Q4 2017 | $323,000 | -2.4% | 2,065 | -8.6% | 0.09% | -10.5% |
| Q3 2017 | $331,000 | +5.1% | 2,260 | 0.0% | 0.10% | -2.8% |
| Q2 2017 | $315,000 | +4.3% | 2,260 | -1.5% | 0.11% | -0.9% |
| Q1 2017 | $302,000 | +8.6% | 2,295 | 0.0% | 0.11% | 0.0% |
| Q4 2016 | $278,000 | -8.9% | 2,295 | -8.4% | 0.11% | -14.8% |
| Q3 2016 | $305,000 | +5.5% | 2,505 | +1.6% | 0.13% | +4.9% |
| Q2 2016 | $289,000 | -0.7% | 2,466 | 0.0% | 0.12% | +71.8% |
| Q1 2016 | $291,000 | -13.6% | 2,466 | -12.1% | 0.07% | -7.8% |
| Q4 2015 | $337,000 | +7.3% | 2,805 | 0.0% | 0.08% | +10.0% |
| Q3 2015 | $314,000 | -15.1% | 2,805 | -10.0% | 0.07% | +1.4% |
| Q2 2015 | $370,000 | -20.8% | 3,118 | -21.0% | 0.07% | -1.4% |
| Q1 2015 | $467,000 | +6.4% | 3,948 | -2.2% | 0.07% | +27.3% |
| Q3 2014 | $439,000 | -6.4% | 4,038 | -8.1% | 0.06% | -1.8% |
| Q2 2014 | $469,000 | -14.3% | 4,393 | -20.0% | 0.06% | -16.4% |
| Q1 2014 | $547,000 | -21.1% | 5,488 | -21.0% | 0.07% | -18.3% |
| Q4 2013 | $693,000 | +8.8% | 6,949 | -2.1% | 0.08% | +9.3% |
| Q3 2013 | $637,000 | +4.1% | 7,098 | -4.8% | 0.08% | -23.5% |
| Q2 2013 | $612,000 | – | 7,458 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |