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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |