ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 169 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,410,268 | -4.2% | 73,936 | +0.1% | 0.02% | -5.6% |
| Q2 2023 | $4,605,581 | +12.6% | 73,877 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $4,089,464 | +9.9% | 73,872 | -3.3% | 0.02% | -5.3% |
| Q4 2022 | $3,719,758 | -1.6% | 76,412 | -2.5% | 0.02% | -13.6% |
| Q3 2022 | $3,782,000 | -2.0% | 78,357 | +1.7% | 0.02% | -12.0% |
| Q2 2022 | $3,858,000 | -21.3% | 77,016 | +2.2% | 0.02% | -21.9% |
| Q1 2022 | $4,900,000 | -10.2% | 75,383 | -0.8% | 0.03% | -13.5% |
| Q4 2021 | $5,456,000 | +9.6% | 75,967 | 0.0% | 0.04% | -9.8% |
| Q3 2021 | $4,980,000 | +14.0% | 75,967 | +12.6% | 0.04% | 0.0% |
| Q2 2021 | $4,369,000 | +9.8% | 67,470 | +389.1% | 0.04% | -4.7% |
| Q1 2021 | $3,980,000 | -12.4% | 13,796 | -11.9% | 0.04% | -28.3% |
| Q4 2020 | $4,541,000 | +9.4% | 15,666 | +2.0% | 0.06% | -13.0% |
| Q3 2020 | $4,152,000 | +12.0% | 15,364 | -1.3% | 0.07% | +13.1% |
| Q2 2020 | $3,707,000 | +883.3% | 15,570 | +628.3% | 0.06% | +662.5% |
| Q1 2020 | $377,000 | -7.8% | 2,138 | +11.2% | 0.01% | +33.3% |
| Q4 2019 | $409,000 | -86.1% | 1,923 | -87.5% | 0.01% | -94.2% |
| Q3 2019 | $2,940,000 | -0.2% | 15,355 | 0.0% | 0.10% | -5.5% |
| Q2 2019 | $2,946,000 | +599.8% | 15,355 | +567.6% | 0.11% | +541.2% |
| Q1 2019 | $421,000 | +38.0% | 2,300 | +19.6% | 0.02% | +6.2% |
| Q4 2018 | $305,000 | +2950.0% | 1,923 | +3528.3% | 0.02% | – |
| Q3 2018 | $10,000 | +11.1% | 53 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | -95.5% | 53 | -97.4% | 0.00% | -100.0% |
| Q1 2014 | $201,000 | 0.0% | 2,016 | 0.0% | 0.04% | +23.5% |
| Q4 2013 | $201,000 | +11.7% | 2,016 | +0.5% | 0.03% | -27.7% |
| Q3 2013 | $180,000 | +9.8% | 2,006 | +0.3% | 0.05% | -6.0% |
| Q2 2013 | $164,000 | – | 2,000 | – | 0.05% | – |
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% |