ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 84 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $126,665 | +0.5% | 2,602 | 0.0% | 0.04% | -7.5% |
| Q3 2022 | $126,000 | -3.1% | 2,602 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $130,000 | -23.1% | 2,602 | 0.0% | 0.04% | -11.1% |
| Q1 2022 | $169,000 | -9.6% | 2,602 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $187,000 | -3.1% | 2,602 | -11.8% | 0.05% | -19.3% |
| Q3 2021 | $193,000 | -10.2% | 2,950 | -11.1% | 0.06% | -8.1% |
| Q2 2021 | $215,000 | +12.0% | 3,320 | +400.0% | 0.06% | +6.9% |
| Q1 2021 | $192,000 | 0.0% | 664 | 0.0% | 0.06% | -3.3% |
| Q4 2020 | $192,000 | +7.9% | 664 | 0.0% | 0.06% | -3.2% |
| Q3 2020 | $178,000 | +14.1% | 664 | 0.0% | 0.06% | +21.6% |
| Q2 2020 | $156,000 | +35.7% | 664 | +20.7% | 0.05% | +50.0% |
| Q4 2019 | $115,000 | +9.5% | 550 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $105,000 | -0.9% | 550 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $106,000 | +5.0% | 550 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $101,000 | +16.1% | 550 | 0.0% | 0.03% | +9.7% |
| Q4 2018 | $87,000 | -33.1% | 550 | -21.4% | 0.03% | -31.1% |
| Q3 2018 | $130,000 | +6.6% | 700 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $122,000 | +6.1% | 700 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $115,000 | +4.5% | 700 | 0.0% | 0.04% | +10.0% |
| Q4 2017 | $110,000 | +7.8% | 700 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $102,000 | +5.2% | 700 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $97,000 | -17.1% | 700 | -21.4% | 0.04% | -20.0% |
| Q1 2017 | $117,000 | +8.3% | 891 | 0.0% | 0.05% | +6.4% |
| Q4 2016 | $108,000 | -0.9% | 891 | 0.0% | 0.05% | -6.0% |
| Q3 2016 | $109,000 | +4.8% | 891 | 0.0% | 0.05% | -2.0% |
| Q2 2016 | $104,000 | -1.0% | 891 | 0.0% | 0.05% | -3.8% |
| Q1 2016 | $105,000 | -1.9% | 891 | 0.0% | 0.05% | 0.0% |
| Q4 2015 | $107,000 | +7.0% | 891 | 0.0% | 0.05% | -7.0% |
| Q3 2015 | $100,000 | – | 891 | – | 0.06% | – |
Download | ||||||
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% |