ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,430 | -4.6% | 74,259 | -0.3% | 0.02% | 0.0% |
| Q2 2023 | $4,643 | +9.0% | 74,476 | -3.2% | 0.02% | 0.0% |
| Q1 2023 | $4,260 | +2.0% | 76,958 | -10.3% | 0.02% | -4.5% |
| Q4 2022 | $4,177 | -99.9% | 85,799 | +9.4% | 0.02% | +4.8% |
| Q3 2022 | $3,786,000 | -36.2% | 78,451 | -33.8% | 0.02% | -34.4% |
| Q2 2022 | $5,932,000 | -23.0% | 118,431 | -0.1% | 0.03% | -8.6% |
| Q1 2022 | $7,708,000 | -10.6% | 118,585 | -1.2% | 0.04% | -10.3% |
| Q4 2021 | $8,623,000 | +11.5% | 120,058 | +1.8% | 0.04% | +2.6% |
| Q3 2021 | $7,732,000 | -0.3% | 117,959 | -1.5% | 0.04% | +2.7% |
| Q2 2021 | $7,754,000 | +7.1% | 119,731 | +377.1% | 0.04% | -5.1% |
| Q1 2021 | $7,239,000 | -11.8% | 25,094 | -11.3% | 0.04% | -18.8% |
| Q4 2020 | $8,205,000 | +5.3% | 28,305 | -2.9% | 0.05% | -9.4% |
| Q3 2020 | $7,795,000 | -6.9% | 29,145 | -18.4% | 0.05% | -15.9% |
| Q2 2020 | $8,373,000 | +57.8% | 35,708 | +25.0% | 0.06% | +23.5% |
| Q1 2020 | $5,307,000 | -32.2% | 28,572 | -23.3% | 0.05% | -15.0% |
| Q4 2019 | $7,822,000 | +57.7% | 37,252 | +43.8% | 0.06% | +36.4% |
| Q3 2019 | $4,960,000 | +0.4% | 25,906 | +0.6% | 0.04% | -2.2% |
| Q2 2019 | $4,942,000 | -0.7% | 25,760 | -5.3% | 0.04% | -6.2% |
| Q1 2019 | $4,976,000 | +28.1% | 27,216 | +11.1% | 0.05% | +11.6% |
| Q4 2018 | $3,883,000 | -41.1% | 24,491 | -31.0% | 0.04% | -31.7% |
| Q3 2018 | $6,596,000 | +85.8% | 35,491 | +74.6% | 0.06% | +70.3% |
| Q2 2018 | $3,551,000 | -14.8% | 20,331 | -20.1% | 0.04% | -21.3% |
| Q1 2018 | $4,167,000 | +74.1% | 25,432 | +66.3% | 0.05% | +67.9% |
| Q4 2017 | $2,393,000 | +203.3% | 15,289 | +183.5% | 0.03% | +154.5% |
| Q3 2017 | $789,000 | +5.9% | 5,392 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $745,000 | +2.6% | 5,354 | -2.9% | 0.01% | -8.3% |
| Q1 2017 | $726,000 | +20.2% | 5,515 | +10.5% | 0.01% | +9.1% |
| Q4 2016 | $604,000 | -6.6% | 4,991 | -5.9% | 0.01% | -8.3% |
| Q3 2016 | $647,000 | -0.8% | 5,303 | -4.8% | 0.01% | -14.3% |
| Q2 2016 | $652,000 | -0.3% | 5,572 | +0.6% | 0.01% | -6.7% |
| Q1 2016 | $654,000 | -4.1% | 5,538 | -2.3% | 0.02% | -6.2% |
| Q4 2015 | $682,000 | +8.4% | 5,670 | +0.9% | 0.02% | -11.1% |
| Q3 2015 | $629,000 | -67.7% | 5,617 | -65.7% | 0.02% | -66.7% |
| Q2 2015 | $1,945,000 | +1.0% | 16,389 | +0.6% | 0.05% | -1.8% |
| Q1 2015 | $1,926,000 | -0.9% | 16,292 | -5.2% | 0.06% | -8.3% |
| Q4 2014 | $1,944,000 | +4.4% | 17,178 | +0.4% | 0.06% | +9.1% |
| Q3 2014 | $1,862,000 | +207.3% | 17,109 | +201.2% | 0.06% | +161.9% |
| Q2 2014 | $606,000 | +7.1% | 5,681 | +0.1% | 0.02% | 0.0% |
| Q1 2014 | $566,000 | -8.3% | 5,678 | -8.3% | 0.02% | -16.0% |
| Q4 2013 | $617,000 | +4.8% | 6,189 | -5.7% | 0.02% | -3.8% |
| Q3 2013 | $589,000 | +18.5% | 6,563 | +8.4% | 0.03% | +4.0% |
| Q2 2013 | $497,000 | – | 6,052 | – | 0.02% | – |
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% |