ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 169 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $597,000 | +1.5% | 2,099 | +3.1% | 0.02% | -4.0% |
| Q4 2020 | $588,000 | -5.8% | 2,035 | -13.6% | 0.02% | -19.4% |
| Q3 2020 | $624,000 | -29.7% | 2,355 | -39.2% | 0.03% | -34.0% |
| Q2 2020 | $887,000 | +20.8% | 3,874 | -0.6% | 0.05% | +14.6% |
| Q1 2020 | $734,000 | +92.1% | 3,899 | +114.1% | 0.04% | +115.8% |
| Q4 2019 | $382,000 | +6.4% | 1,821 | -3.5% | 0.02% | 0.0% |
| Q3 2019 | $359,000 | +6.8% | 1,888 | +7.3% | 0.02% | +5.6% |
| Q2 2019 | $336,000 | +9.4% | 1,759 | +4.0% | 0.02% | 0.0% |
| Q1 2019 | $307,000 | +31.2% | 1,692 | +13.6% | 0.02% | +12.5% |
| Q4 2018 | $234,000 | +13.6% | 1,490 | +34.8% | 0.02% | +33.3% |
| Q3 2018 | $206,000 | -10.4% | 1,105 | -30.0% | 0.01% | -20.0% |
| Q3 2017 | $230,000 | -55.1% | 1,579 | -62.6% | 0.02% | -80.3% |
| Q4 2015 | $512,000 | – | 4,217 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |