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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,600,000 | -7.2% | 26,788 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $1,725,000 | +10.1% | 27,705 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $1,567,000 | +14.2% | 28,328 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $1,372,000 | +66.1% | 28,138 | +63.8% | 0.00% | +50.0% |
| Q3 2022 | $826,000 | -4.0% | 17,178 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $860,000 | -23.3% | 17,178 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,121,000 | -56.7% | 17,178 | -52.2% | 0.00% | -66.7% |
| Q4 2021 | $2,586,000 | +13.5% | 35,943 | +3.6% | 0.01% | 0.0% |
| Q3 2021 | $2,278,000 | +8.4% | 34,698 | +6.9% | 0.01% | 0.0% |
| Q2 2021 | $2,101,000 | +3.5% | 32,473 | +361.7% | 0.01% | 0.0% |
| Q1 2021 | $2,030,000 | -2.1% | 7,034 | -1.7% | 0.01% | -33.3% |
| Q4 2020 | $2,074,000 | +6.9% | 7,159 | -1.4% | 0.01% | 0.0% |
| Q3 2020 | $1,940,000 | +13.9% | 7,259 | -0.2% | 0.01% | 0.0% |
| Q2 2020 | $1,703,000 | +19.3% | 7,274 | -5.0% | 0.01% | 0.0% |
| Q1 2020 | $1,428,000 | -17.2% | 7,657 | -7.1% | 0.01% | -10.0% |
| Q4 2019 | $1,725,000 | +9.7% | 8,246 | +0.5% | 0.01% | +11.1% |
| Q3 2019 | $1,573,000 | +1.9% | 8,206 | +2.1% | 0.01% | 0.0% |
| Q2 2019 | $1,543,000 | +3.0% | 8,039 | -2.0% | 0.01% | -10.0% |
| Q1 2019 | $1,498,000 | +9.3% | 8,201 | -5.2% | 0.01% | -9.1% |
| Q4 2018 | $1,371,000 | -12.8% | 8,649 | +2.4% | 0.01% | 0.0% |
| Q3 2018 | $1,573,000 | +6.5% | 8,449 | -0.3% | 0.01% | -8.3% |
| Q2 2018 | $1,477,000 | +1.9% | 8,471 | -4.8% | 0.01% | 0.0% |
| Q1 2018 | $1,450,000 | +2.8% | 8,897 | -1.4% | 0.01% | 0.0% |
| Q4 2017 | $1,411,000 | -61.0% | 9,025 | -63.6% | 0.01% | -61.3% |
| Q3 2017 | $3,620,000 | +153.7% | 24,802 | +143.2% | 0.03% | +138.5% |
| Q2 2017 | $1,427,000 | -6.9% | 10,197 | -12.5% | 0.01% | -13.3% |
| Q1 2017 | $1,533,000 | +7.2% | 11,651 | -2.0% | 0.02% | -6.2% |
| Q4 2016 | $1,430,000 | -9.8% | 11,892 | -9.2% | 0.02% | -11.1% |
| Q3 2016 | $1,586,000 | +29.5% | 13,102 | +25.6% | 0.02% | +20.0% |
| Q2 2016 | $1,225,000 | +7.7% | 10,430 | +9.1% | 0.02% | +275.0% |
| Q1 2016 | $1,137,000 | -9.3% | 9,558 | -8.5% | 0.00% | -73.3% |
| Q4 2015 | $1,254,000 | +5.9% | 10,449 | -1.2% | 0.02% | -6.2% |
| Q3 2015 | $1,184,000 | +3.3% | 10,577 | +9.5% | 0.02% | -11.1% |
| Q2 2015 | $1,146,000 | +3.6% | 9,657 | +3.2% | 0.02% | +12.5% |
| Q1 2015 | $1,106,000 | +17.3% | 9,356 | +12.3% | 0.02% | +14.3% |
| Q4 2014 | $943,000 | +3.4% | 8,330 | -0.6% | 0.01% | -6.7% |
| Q3 2014 | $912,000 | -6.2% | 8,380 | -8.1% | 0.02% | -11.8% |
| Q2 2014 | $972,000 | +0.1% | 9,116 | -6.5% | 0.02% | -10.5% |
| Q1 2014 | $971,000 | +60.8% | 9,752 | +60.9% | 0.02% | +58.3% |
| Q4 2013 | $604,000 | – | 6,060 | – | 0.01% | – |
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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% |