ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $238 | +8.2% | 2,923 | +0.1% | 0.02% | -26.1% |
| Q1 2024 | $220 | -27.9% | 2,920 | -35.1% | 0.02% | -37.8% |
| Q4 2023 | $305 | +14.2% | 4,502 | +0.4% | 0.04% | +8.8% |
| Q3 2023 | $267 | -99.9% | 4,483 | +0.0% | 0.03% | -5.6% |
| Q2 2023 | $279,464 | +12.8% | 4,482 | +0.1% | 0.04% | -2.7% |
| Q1 2023 | $247,816 | +14.0% | 4,476 | +0.2% | 0.04% | +5.7% |
| Q4 2022 | $217,445 | +1.1% | 4,466 | +0.2% | 0.04% | +94.4% |
| Q3 2022 | $215,000 | -3.2% | 4,456 | +0.2% | 0.02% | -48.6% |
| Q2 2022 | $222,000 | -22.9% | 4,446 | +0.2% | 0.04% | -22.2% |
| Q1 2022 | $288,000 | -9.4% | 4,435 | 0.0% | 0.04% | +275.0% |
| Q4 2021 | $318,000 | +9.7% | 4,435 | +0.1% | 0.01% | -72.7% |
| Q3 2021 | $290,000 | +1.0% | 4,431 | +0.1% | 0.04% | +2.3% |
| Q2 2021 | $287,000 | +12.5% | 4,425 | +400.6% | 0.04% | +4.9% |
| Q1 2021 | $255,000 | -0.4% | 884 | 0.0% | 0.04% | -4.7% |
| Q4 2020 | $256,000 | +8.5% | 884 | +0.1% | 0.04% | -4.4% |
| Q3 2020 | $236,000 | +9.3% | 883 | -4.1% | 0.04% | +4.7% |
| Q2 2020 | $216,000 | +4.3% | 921 | -6.4% | 0.04% | +4.9% |
| Q4 2019 | $207,000 | +3.5% | 984 | -41.9% | 0.04% | -46.1% |
| Q1 2016 | $200,000 | – | 1,694 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 383,514 | $47,153,000 | 9.38% |
| Courage Miller Partners, LLC | 15,693 | $1,899,000 | 1.32% |
| Clearstead Advisors, LLC | 63,854 | $7,728,000 | 1.25% |
| McQueen, Ball & Associates Inc. | 13,055 | $1,580,000 | 1.05% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,545,000 | 1.00% |
| RWA WEALTH PARTNERS, LLC | 8,189 | $991,000 | 0.90% |
| Kovack Advisors, Inc. | 11,066 | $1,339,000 | 0.64% |
| AXA S.A. | 611,323 | $73,982,000 | 0.35% |
| Marietta Wealth Management, LLC | 3,383 | $409,000 | 0.33% |
| Kelman-Lazarov, Inc. | 3,865 | $467,742,000 | 0.26% |