ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 58 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $569,789 | +7.9% | 6,999 | 0.0% | 0.20% | +12.0% |
| Q1 2024 | $528,285 | +11.3% | 6,999 | 0.0% | 0.18% | +1.7% |
| Q4 2023 | $474,672 | +8.0% | 6,999 | -5.0% | 0.18% | 0.0% |
| Q3 2023 | $439,322 | -4.5% | 7,365 | -0.2% | 0.18% | -6.2% |
| Q2 2023 | $459,893 | -15.9% | 7,377 | -25.3% | 0.19% | -16.9% |
| Q1 2023 | $546,724 | +8.3% | 9,876 | -4.7% | 0.23% | -0.4% |
| Q4 2022 | $504,617 | -7.2% | 10,366 | -8.0% | 0.23% | -15.3% |
| Q3 2022 | $544,000 | -7.5% | 11,265 | -4.1% | 0.27% | -1.8% |
| Q2 2022 | $588,000 | -22.9% | 11,743 | 0.0% | 0.28% | -7.9% |
| Q1 2022 | $763,000 | -10.3% | 11,743 | -0.9% | 0.30% | -5.9% |
| Q4 2021 | $851,000 | +7.4% | 11,848 | -2.0% | 0.32% | +1.3% |
| Q3 2021 | $792,000 | -14.2% | 12,088 | -15.1% | 0.32% | -15.6% |
| Q2 2021 | $923,000 | +10.9% | 14,245 | +394.1% | 0.38% | +4.4% |
| Q1 2021 | $832,000 | -3.3% | 2,883 | -2.8% | 0.36% | -8.6% |
| Q4 2020 | $860,000 | -23.4% | 2,966 | -38.0% | 0.40% | -34.5% |
| Q3 2020 | $1,122,000 | 0.0% | 4,786 | 0.0% | 0.60% | 0.0% |
| Q2 2020 | $1,122,000 | +22.9% | 4,786 | -2.7% | 0.60% | +7.3% |
| Q1 2020 | $913,000 | -32.7% | 4,918 | -23.9% | 0.56% | -19.4% |
| Q4 2019 | $1,357,000 | +9.3% | 6,461 | -0.3% | 0.70% | +1.9% |
| Q3 2019 | $1,241,000 | -11.6% | 6,482 | -11.4% | 0.68% | -11.3% |
| Q2 2019 | $1,404,000 | +2.9% | 7,319 | -1.9% | 0.77% | 0.0% |
| Q1 2019 | $1,364,000 | +14.7% | 7,462 | -0.5% | 0.77% | +9.4% |
| Q4 2018 | $1,189,000 | -14.8% | 7,503 | -0.1% | 0.70% | -12.3% |
| Q3 2018 | $1,396,000 | +2.9% | 7,509 | -3.3% | 0.80% | -0.1% |
| Q2 2018 | $1,356,000 | +4.7% | 7,763 | -1.8% | 0.80% | +2.5% |
| Q1 2018 | $1,295,000 | -32.3% | 7,909 | -35.3% | 0.78% | -32.3% |
| Q4 2017 | $1,912,000 | -12.1% | 12,220 | -17.8% | 1.16% | -14.8% |
| Q3 2017 | $2,176,000 | +3.1% | 14,864 | -1.9% | 1.36% | -2.1% |
| Q2 2017 | $2,111,000 | +5.7% | 15,159 | -0.1% | 1.39% | +0.8% |
| Q1 2017 | $1,997,000 | +5.2% | 15,167 | -3.4% | 1.38% | +4.1% |
| Q4 2016 | $1,899,000 | -8.7% | 15,693 | -7.9% | 1.32% | -7.9% |
| Q3 2016 | $2,079,000 | +3.8% | 17,047 | -0.3% | 1.44% | +0.5% |
| Q2 2016 | $2,002,000 | -12.4% | 17,103 | -11.6% | 1.43% | -10.6% |
| Q1 2016 | $2,286,000 | -9.8% | 19,354 | -8.2% | 1.60% | -8.6% |
| Q4 2015 | $2,535,000 | +9.7% | 21,075 | +2.1% | 1.75% | +1.7% |
| Q3 2015 | $2,311,000 | -6.1% | 20,635 | -0.5% | 1.72% | -5.9% |
| Q2 2015 | $2,460,000 | +0.2% | 20,729 | -0.2% | 1.83% | -0.4% |
| Q1 2015 | $2,456,000 | -1.6% | 20,770 | -5.8% | 1.84% | -10.9% |
| Q4 2014 | $2,496,000 | +3.0% | 22,057 | -1.0% | 2.06% | +9.4% |
| Q3 2014 | $2,423,000 | +2.9% | 22,270 | +0.9% | 1.89% | +9.3% |
| Q2 2014 | $2,355,000 | +3.5% | 22,080 | -3.3% | 1.73% | -3.5% |
| Q1 2014 | $2,275,000 | -1.0% | 22,835 | -1.0% | 1.79% | -8.2% |
| Q4 2013 | $2,299,000 | -2.2% | 23,055 | -12.0% | 1.95% | +0.9% |
| Q3 2013 | $2,350,000 | -0.3% | 26,203 | -8.7% | 1.93% | -9.8% |
| Q2 2013 | $2,357,000 | – | 28,707 | – | 2.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |