ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476 | -4.4% | 7,985 | 0.0% | 0.03% | -21.2% |
| Q2 2023 | $498 | +12.7% | 7,985 | 0.0% | 0.03% | +26.9% |
| Q1 2023 | $442 | +13.6% | 7,985 | 0.0% | 0.03% | +13.0% |
| Q4 2022 | $389 | -99.9% | 7,985 | 0.0% | 0.02% | -11.5% |
| Q3 2022 | $385,000 | -3.8% | 7,985 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $400,000 | -22.9% | 7,985 | 0.0% | 0.03% | -16.1% |
| Q1 2022 | $519,000 | -9.4% | 7,985 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $573,000 | +10.8% | 7,985 | 0.0% | 0.04% | -12.5% |
| Q2 2021 | $517,000 | +12.1% | 7,985 | +400.0% | 0.04% | +11.1% |
| Q1 2021 | $461,000 | -0.4% | 1,597 | 0.0% | 0.04% | -5.3% |
| Q4 2020 | $463,000 | +8.4% | 1,597 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $427,000 | +14.2% | 1,597 | 0.0% | 0.04% | +8.3% |
| Q2 2020 | $374,000 | +25.9% | 1,597 | 0.0% | 0.04% | +5.9% |
| Q1 2020 | $297,000 | -52.8% | 1,597 | -46.7% | 0.03% | -41.4% |
| Q4 2019 | $629,000 | +9.8% | 2,994 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $573,000 | -0.2% | 2,994 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $574,000 | +4.9% | 2,994 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $547,000 | +15.2% | 2,994 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $475,000 | -14.6% | 2,994 | 0.0% | 0.06% | +1.8% |
| Q3 2018 | $556,000 | +6.5% | 2,994 | 0.0% | 0.06% | +1.9% |
| Q2 2018 | $522,000 | -14.6% | 2,994 | -19.7% | 0.05% | -14.3% |
| Q1 2018 | $611,000 | +4.6% | 3,729 | 0.0% | 0.06% | +3.3% |
| Q4 2017 | $584,000 | +7.0% | 3,729 | 0.0% | 0.06% | +5.2% |
| Q3 2017 | $546,000 | +5.2% | 3,729 | 0.0% | 0.06% | +5.5% |
| Q2 2017 | $519,000 | +5.7% | 3,729 | 0.0% | 0.06% | +5.8% |
| Q1 2017 | $491,000 | +8.9% | 3,729 | 0.0% | 0.05% | -1.9% |
| Q4 2016 | $451,000 | -0.9% | 3,729 | 0.0% | 0.05% | -5.4% |
| Q3 2016 | $455,000 | +4.1% | 3,729 | 0.0% | 0.06% | +7.7% |
| Q2 2016 | $437,000 | -23.9% | 3,729 | -23.3% | 0.05% | -17.5% |
| Q1 2016 | $574,000 | -1.7% | 4,859 | 0.0% | 0.06% | +8.6% |
| Q4 2015 | $584,000 | +3.0% | 4,859 | -4.0% | 0.06% | +3.6% |
| Q3 2015 | $567,000 | -5.7% | 5,064 | 0.0% | 0.06% | +40.0% |
| Q2 2015 | $601,000 | +0.3% | 5,064 | 0.0% | 0.04% | -18.4% |
| Q1 2015 | $599,000 | -10.3% | 5,064 | -14.2% | 0.05% | -10.9% |
| Q4 2014 | $668,000 | +10.8% | 5,904 | +6.6% | 0.06% | +1.9% |
| Q3 2014 | $603,000 | -6.2% | 5,539 | -8.1% | 0.05% | -23.9% |
| Q2 2014 | $643,000 | -85.9% | 6,030 | -86.8% | 0.07% | -80.7% |
| Q1 2014 | $4,560,000 | -62.6% | 45,780 | -62.6% | 0.37% | -64.2% |
| Q4 2013 | $12,193,000 | +8.1% | 122,280 | -2.8% | 1.03% | +8.1% |
| Q3 2013 | $11,282,000 | +11.6% | 125,790 | +2.2% | 0.95% | +7.7% |
| Q2 2013 | $10,109,000 | – | 123,125 | – | 0.88% | – |
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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% |