ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,432 | +54810.6% | 8,423 | -49.0% | 0.02% | -44.8% |
| Q1 2023 | $915 | +32.8% | 16,520 | +16.7% | 0.03% | 0.0% |
| Q4 2022 | $689 | -99.8% | 14,152 | +81.2% | 0.03% | +383.3% |
| Q3 2022 | $377,000 | -22.3% | 7,809 | -19.3% | 0.01% | -45.5% |
| Q2 2022 | $485,000 | +325.4% | 9,677 | +452.7% | 0.01% | +1000.0% |
| Q1 2022 | $114,000 | -80.4% | 1,751 | -78.4% | 0.00% | -90.0% |
| Q4 2021 | $583,000 | +66.6% | 8,121 | +51.9% | 0.01% | +11.1% |
| Q3 2021 | $350,000 | -31.1% | 5,348 | -31.8% | 0.01% | -30.8% |
| Q2 2021 | $508,000 | +14.7% | 7,840 | +410.1% | 0.01% | +85.7% |
| Q1 2021 | $443,000 | +55.4% | 1,537 | +56.5% | 0.01% | -22.2% |
| Q4 2020 | $285,000 | -77.1% | 982 | -78.9% | 0.01% | -35.7% |
| Q3 2020 | $1,246,000 | +84.6% | 4,660 | +61.9% | 0.01% | -50.0% |
| Q2 2020 | $675,000 | +3.8% | 2,878 | -17.8% | 0.03% | -30.0% |
| Q1 2020 | $650,000 | +16.7% | 3,500 | +31.9% | 0.04% | -13.0% |
| Q4 2019 | $557,000 | -3.5% | 2,653 | -11.9% | 0.05% | +15.0% |
| Q3 2019 | $577,000 | +612.3% | 3,013 | +612.3% | 0.04% | +700.0% |
| Q2 2019 | $81,000 | -91.4% | 423 | -91.8% | 0.01% | -91.2% |
| Q1 2019 | $938,000 | +111.7% | 5,128 | +83.5% | 0.06% | +78.1% |
| Q4 2018 | $443,000 | -33.4% | 2,795 | -21.8% | 0.03% | -34.7% |
| Q3 2018 | $665,000 | -37.7% | 3,576 | -41.5% | 0.05% | -18.3% |
| Q2 2018 | $1,067,000 | +46.6% | 6,108 | +37.5% | 0.06% | -3.2% |
| Q1 2018 | $728,000 | +54.6% | 4,442 | +47.5% | 0.06% | +1.6% |
| Q4 2017 | $471,000 | +47.2% | 3,011 | +37.7% | 0.06% | +134.6% |
| Q3 2017 | $320,000 | -17.5% | 2,186 | -21.5% | 0.03% | -40.9% |
| Q2 2017 | $388,000 | +1452.0% | 2,786 | +1226.7% | 0.04% | +1366.7% |
| Q1 2015 | $25,000 | – | 210 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |