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 | $1,345,644 | +75.4% | 22,559 | +83.4% | 0.00% | – |
| Q2 2023 | $766,986 | -70.3% | 12,303 | -73.6% | 0.00% | -100.0% |
| Q1 2023 | $2,581,492 | +46.6% | 46,632 | +28.9% | 0.00% | – |
| Q4 2022 | $1,760,512 | +8.7% | 36,165 | +11.8% | 0.00% | – |
| Q2 2022 | $1,620,000 | +28.2% | 32,339 | +83.8% | 0.00% | – |
| Q4 2021 | $1,264,000 | -17.1% | 17,594 | -24.3% | 0.00% | – |
| Q3 2021 | $1,524,000 | +18.2% | 23,249 | +420.1% | 0.00% | – |
| Q1 2021 | $1,289,000 | -85.2% | 4,470 | -85.1% | 0.00% | -100.0% |
| Q4 2020 | $8,692,000 | +669.9% | 29,985 | +610.4% | 0.00% | – |
| Q3 2020 | $1,129,000 | -83.9% | 4,221 | -85.9% | 0.00% | -100.0% |
| Q2 2020 | $7,031,000 | +18.8% | 29,987 | -5.8% | 0.00% | 0.0% |
| Q1 2020 | $5,916,000 | +11.2% | 31,850 | +25.7% | 0.00% | +50.0% |
| Q4 2019 | $5,321,000 | +27.6% | 25,341 | +16.6% | 0.00% | 0.0% |
| Q2 2019 | $4,171,000 | +1.1% | 21,741 | -3.6% | 0.00% | 0.0% |
| Q1 2019 | $4,125,000 | +136.5% | 22,564 | +105.1% | 0.00% | +100.0% |
| Q4 2018 | $1,744,000 | -54.2% | 11,001 | -52.6% | 0.00% | -50.0% |
| Q1 2018 | $3,806,000 | +141.2% | 23,226 | +104.9% | 0.00% | +100.0% |
| Q2 2017 | $1,578,000 | -39.4% | 11,335 | -42.7% | 0.00% | -50.0% |
| Q1 2017 | $2,605,000 | +269.0% | 19,788 | +239.2% | 0.00% | +100.0% |
| Q4 2016 | $706,000 | +1.9% | 5,833 | +2.6% | 0.00% | 0.0% |
| Q3 2016 | $693,000 | -69.9% | 5,687 | -71.1% | 0.00% | -66.7% |
| Q2 2016 | $2,303,000 | -25.3% | 19,672 | -24.5% | 0.00% | -25.0% |
| Q1 2016 | $3,081,000 | +468.5% | 26,067 | +471.0% | 0.00% | – |
| Q2 2015 | $542,000 | -71.3% | 4,565 | -71.4% | 0.00% | -100.0% |
| Q1 2015 | $1,889,000 | – | 15,985 | – | 0.00% | – |
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% |