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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3 | -100.0% | 58 | -91.9% | 0.00% | – |
| Q3 2022 | $35,000 | +16.7% | 716 | +19.1% | 0.00% | – |
| Q2 2022 | $30,000 | -11.8% | 601 | +15.6% | 0.00% | – |
| Q1 2022 | $34,000 | -8.1% | 520 | 0.0% | 0.00% | – |
| Q4 2021 | $37,000 | +76.2% | 520 | +566.7% | 0.00% | – |
| Q3 2021 | $21,000 | -8.7% | 78 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q4 2020 | $23,000 | +9.5% | 78 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | +16.7% | 78 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | +20.0% | 78 | -6.0% | 0.00% | – |
| Q1 2020 | $15,000 | +50.0% | 83 | +80.4% | 0.00% | – |
| Q4 2019 | $10,000 | +233.3% | 46 | +155.6% | 0.00% | – |
| Q3 2019 | $3,000 | -25.0% | 18 | -18.2% | 0.00% | – |
| Q2 2019 | $4,000 | -20.0% | 22 | -12.0% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 25 | -10.7% | 0.00% | – |
| Q3 2018 | $5,000 | +150.0% | 28 | +133.3% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -33.3% | 12 | -25.0% | 0.00% | – |
| Q4 2017 | $3,000 | +50.0% | 16 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | -60.0% | 16 | -59.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | -16.7% | 39 | -17.0% | 0.00% | – |
| Q1 2016 | $6,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q4 2015 | $6,000 | +20.0% | 47 | 0.0% | 0.00% | – |
| Q3 2015 | $5,000 | -16.7% | 47 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 47 | -4.1% | 0.00% | – |
| Q1 2015 | $6,000 | +100.0% | 49 | +104.2% | 0.00% | – |
| Q4 2014 | $3,000 | -76.9% | 24 | -80.6% | 0.00% | – |
| Q3 2014 | $13,000 | 0.0% | 124 | 0.0% | 0.00% | – |
| Q2 2014 | $13,000 | -7.1% | 124 | -14.5% | 0.00% | – |
| Q1 2014 | $14,000 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q4 2013 | $14,000 | +7.7% | 145 | 0.0% | 0.00% | – |
| Q3 2013 | $13,000 | +8.3% | 145 | 0.0% | 0.00% | – |
| Q2 2013 | $12,000 | – | 145 | – | 0.00% | – |
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% |