ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,045 | -4.6% | 9,489 | -0.3% | 0.02% | 0.0% |
| Q2 2023 | $593,164 | +11.0% | 9,514 | -1.5% | 0.02% | +16.7% |
| Q1 2023 | $534,448 | +18.5% | 9,654 | +4.2% | 0.02% | +12.5% |
| Q4 2022 | $450,948 | -26.7% | 9,263 | -27.3% | 0.02% | -30.4% |
| Q3 2022 | $615,000 | -1.6% | 12,744 | +2.1% | 0.02% | +4.5% |
| Q2 2022 | $625,000 | -18.0% | 12,485 | +6.4% | 0.02% | -4.3% |
| Q1 2022 | $762,000 | -11.6% | 11,730 | -2.2% | 0.02% | -4.2% |
| Q4 2021 | $862,000 | +7.9% | 11,998 | -1.6% | 0.02% | 0.0% |
| Q3 2021 | $799,000 | +13.3% | 12,187 | +11.9% | 0.02% | +14.3% |
| Q2 2021 | $705,000 | +14.3% | 10,889 | +409.3% | 0.02% | +5.0% |
| Q1 2021 | $617,000 | -12.0% | 2,138 | -11.5% | 0.02% | -16.7% |
| Q4 2020 | $701,000 | +12.9% | 2,417 | +4.1% | 0.02% | -4.0% |
| Q3 2020 | $621,000 | +19.7% | 2,321 | +4.9% | 0.02% | +8.7% |
| Q2 2020 | $519,000 | -71.4% | 2,213 | -77.4% | 0.02% | -78.7% |
| Q1 2020 | $1,817,000 | +373.2% | 9,781 | +435.1% | 0.11% | +575.0% |
| Q4 2019 | $384,000 | -91.1% | 1,828 | -91.8% | 0.02% | -92.2% |
| Q3 2019 | $4,291,000 | +1405.6% | 22,415 | +1410.4% | 0.21% | +1273.3% |
| Q2 2019 | $285,000 | +6.7% | 1,484 | +1.7% | 0.02% | 0.0% |
| Q1 2019 | $267,000 | +18.7% | 1,459 | +2.7% | 0.02% | -6.2% |
| Q4 2018 | $225,000 | -11.8% | 1,420 | +3.6% | 0.02% | +6.7% |
| Q3 2018 | $255,000 | -8.6% | 1,371 | -14.2% | 0.02% | -21.1% |
| Q2 2018 | $279,000 | +12.0% | 1,597 | +4.9% | 0.02% | +5.6% |
| Q1 2018 | $249,000 | +4.6% | 1,522 | +0.1% | 0.02% | 0.0% |
| Q4 2017 | $238,000 | -7.0% | 1,520 | -13.0% | 0.02% | -14.3% |
| Q3 2017 | $256,000 | -21.7% | 1,748 | -40.1% | 0.02% | -59.6% |
| Q3 2015 | $327,000 | -25.0% | 2,920 | -20.5% | 0.05% | -13.3% |
| Q2 2015 | $436,000 | +12.7% | 3,671 | +12.2% | 0.06% | +17.6% |
| Q1 2015 | $387,000 | +4.6% | 3,271 | 0.0% | 0.05% | +4.1% |
| Q4 2014 | $370,000 | – | 3,271 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |