ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |