ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,811 | -4.3% | 3,970 | 0.0% | 0.12% | -11.9% |
| Q2 2023 | $247,495 | +18.0% | 3,970 | +4.7% | 0.13% | +3.9% |
| Q1 2023 | $209,809 | -16.4% | 3,790 | -27.3% | 0.13% | -28.3% |
| Q3 2022 | $251,000 | -3.5% | 5,210 | 0.0% | 0.18% | +53.8% |
| Q2 2022 | $260,000 | -23.1% | 5,210 | 0.0% | 0.12% | -37.4% |
| Q1 2022 | $338,000 | -9.6% | 5,210 | 0.0% | 0.19% | -6.0% |
| Q4 2021 | $374,000 | +9.7% | 5,210 | 0.0% | 0.20% | +32.7% |
| Q3 2021 | $341,000 | +1.2% | 5,210 | 0.0% | 0.15% | -21.1% |
| Q2 2021 | $337,000 | +12.3% | 5,210 | +400.0% | 0.19% | -1.6% |
| Q1 2021 | $300,000 | -0.7% | 1,042 | 0.0% | 0.19% | -15.0% |
| Q4 2020 | $302,000 | +8.6% | 1,042 | 0.0% | 0.23% | -1.3% |
| Q3 2020 | $278,000 | +13.9% | 1,042 | 0.0% | 0.23% | -1.7% |
| Q2 2020 | $244,000 | -3.6% | 1,042 | -13.5% | 0.23% | -8.2% |
| Q4 2019 | $253,000 | +10.0% | 1,205 | 0.0% | 0.26% | -8.9% |
| Q3 2019 | $230,000 | -0.4% | 1,205 | 0.0% | 0.28% | -1.8% |
| Q2 2019 | $231,000 | +3.6% | 1,205 | 0.0% | 0.28% | -1.7% |
| Q3 2018 | $223,000 | +6.2% | 1,205 | 0.0% | 0.29% | -3.3% |
| Q2 2018 | $210,000 | +6.6% | 1,205 | 0.0% | 0.30% | +11.9% |
| Q1 2018 | $197,000 | – | 1,205 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |