ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,920 | -4.3% | 9,085 | 0.0% | 0.15% | -1.3% |
| Q2 2023 | $566,372 | -5.5% | 9,085 | -16.1% | 0.15% | -9.7% |
| Q1 2023 | $599,536 | +13.7% | 10,830 | 0.0% | 0.16% | +7.8% |
| Q4 2022 | $527,204 | +0.8% | 10,830 | 0.0% | 0.15% | -9.5% |
| Q3 2022 | $523,000 | -3.5% | 10,830 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $542,000 | -23.0% | 10,830 | 0.0% | 0.17% | -16.8% |
| Q1 2022 | $704,000 | -9.5% | 10,830 | 0.0% | 0.20% | -8.6% |
| Q4 2021 | $778,000 | +9.6% | 10,830 | 0.0% | 0.22% | -0.5% |
| Q3 2021 | $710,000 | +1.3% | 10,830 | 0.0% | 0.22% | +0.9% |
| Q2 2021 | $701,000 | +12.2% | 10,830 | +400.0% | 0.22% | +3.8% |
| Q1 2021 | $625,000 | -0.5% | 2,166 | 0.0% | 0.21% | -7.4% |
| Q4 2020 | $628,000 | +8.5% | 2,166 | 0.0% | 0.23% | -4.6% |
| Q3 2020 | $579,000 | -4.3% | 2,166 | -16.1% | 0.24% | -12.7% |
| Q2 2020 | $605,000 | +26.3% | 2,581 | 0.0% | 0.28% | +6.6% |
| Q1 2020 | $479,000 | -11.6% | 2,581 | 0.0% | 0.26% | +11.7% |
| Q4 2019 | $542,000 | +9.7% | 2,581 | 0.0% | 0.23% | +0.4% |
| Q3 2019 | $494,000 | -0.2% | 2,581 | 0.0% | 0.23% | -2.1% |
| Q2 2019 | $495,000 | +4.9% | 2,581 | 0.0% | 0.24% | +1.3% |
| Q1 2019 | $472,000 | +15.4% | 2,581 | 0.0% | 0.23% | 0.0% |
| Q4 2018 | $409,000 | -17.9% | 2,581 | -3.7% | 0.23% | +0.4% |
| Q3 2018 | $498,000 | +6.4% | 2,681 | 0.0% | 0.23% | +3.1% |
| Q2 2018 | $468,000 | +6.6% | 2,681 | 0.0% | 0.22% | +6.7% |
| Q1 2018 | $439,000 | +4.5% | 2,681 | 0.0% | 0.21% | +4.5% |
| Q4 2017 | $420,000 | +7.1% | 2,681 | 0.0% | 0.20% | +2.6% |
| Q3 2017 | $392,000 | +1.0% | 2,681 | -3.7% | 0.20% | -4.9% |
| Q2 2017 | $388,000 | +5.7% | 2,784 | 0.0% | 0.21% | -2.8% |
| Q1 2017 | $367,000 | +8.9% | 2,784 | 0.0% | 0.21% | +0.5% |
| Q4 2016 | $337,000 | -0.6% | 2,784 | 0.0% | 0.21% | +1.4% |
| Q3 2016 | $339,000 | +0.9% | 2,784 | -2.9% | 0.21% | -2.8% |
| Q2 2016 | $336,000 | -0.9% | 2,866 | 0.0% | 0.21% | -3.6% |
| Q1 2016 | $339,000 | -1.7% | 2,866 | 0.0% | 0.22% | -5.1% |
| Q4 2015 | $345,000 | +3.9% | 2,866 | -3.4% | 0.23% | -1.7% |
| Q3 2015 | $332,000 | -5.7% | 2,966 | 0.0% | 0.24% | -1.2% |
| Q2 2015 | $352,000 | +0.3% | 2,966 | 0.0% | 0.24% | -1.2% |
| Q1 2015 | $351,000 | +4.5% | 2,966 | 0.0% | 0.24% | +0.4% |
| Q4 2014 | $336,000 | +4.0% | 2,966 | 0.0% | 0.24% | -1.6% |
| Q3 2014 | $323,000 | +2.2% | 2,966 | 0.0% | 0.25% | +1.6% |
| Q2 2014 | $316,000 | +7.1% | 2,966 | 0.0% | 0.24% | +3.0% |
| Q1 2014 | $295,000 | -0.3% | 2,966 | 0.0% | 0.24% | +0.9% |
| Q4 2013 | $296,000 | +0.7% | 2,966 | -9.5% | 0.23% | -10.3% |
| Q3 2013 | $294,000 | +9.3% | 3,277 | 0.0% | 0.26% | +0.4% |
| Q2 2013 | $269,000 | – | 3,277 | – | 0.26% | – |
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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% |