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 | $3,710,136 | -19.6% | 62,198 | -15.9% | 0.02% | -28.1% |
| Q2 2023 | $4,612,790 | +19.7% | 73,992 | +6.3% | 0.03% | +14.3% |
| Q1 2023 | $3,854,839 | +40.5% | 69,634 | +23.5% | 0.03% | +27.3% |
| Q4 2022 | $2,744,326 | -1.8% | 56,375 | -2.7% | 0.02% | -37.1% |
| Q3 2022 | $2,796,000 | -38.6% | 57,938 | -36.3% | 0.04% | -39.7% |
| Q2 2022 | $4,555,000 | +24.5% | 90,950 | +61.5% | 0.06% | +31.8% |
| Q1 2022 | $3,660,000 | -0.3% | 56,310 | +10.2% | 0.04% | -2.2% |
| Q4 2021 | $3,670,000 | +8.6% | 51,107 | -0.9% | 0.04% | -2.2% |
| Q3 2021 | $3,379,000 | -2.8% | 51,548 | -3.9% | 0.05% | -6.1% |
| Q2 2021 | $3,475,000 | +36.5% | 53,666 | +508.1% | 0.05% | -9.3% |
| Q1 2021 | $2,546,000 | +1.1% | 8,825 | +1.6% | 0.05% | -6.9% |
| Q4 2020 | $2,518,000 | +18.7% | 8,686 | +9.5% | 0.06% | +5.5% |
| Q3 2020 | $2,122,000 | +23.4% | 7,933 | +8.2% | 0.06% | +19.6% |
| Q2 2020 | $1,720,000 | +65.5% | 7,333 | +31.1% | 0.05% | +35.3% |
| Q1 2020 | $1,039,000 | -21.5% | 5,592 | -11.4% | 0.03% | -2.9% |
| Q4 2019 | $1,324,000 | +7.6% | 6,315 | -1.6% | 0.04% | -5.4% |
| Q3 2019 | $1,231,000 | +3.0% | 6,418 | +3.0% | 0.04% | 0.0% |
| Q2 2019 | $1,195,000 | -57.8% | 6,232 | -59.8% | 0.04% | -59.8% |
| Q1 2019 | $2,833,000 | +16.0% | 15,494 | +0.5% | 0.09% | -3.2% |
| Q4 2018 | $2,443,000 | -13.8% | 15,411 | +1.1% | 0.10% | -4.0% |
| Q3 2018 | $2,833,000 | +20.9% | 15,247 | +13.6% | 0.10% | -15.4% |
| Q2 2018 | $2,344,000 | +0.7% | 13,421 | -5.6% | 0.12% | +14.7% |
| Q1 2018 | $2,328,000 | +6.4% | 14,219 | +1.6% | 0.10% | +10.9% |
| Q4 2017 | $2,188,000 | +6.2% | 13,991 | -0.5% | 0.09% | -2.1% |
| Q3 2017 | $2,060,000 | +4.5% | 14,065 | -0.7% | 0.09% | +1.1% |
| Q2 2017 | $1,972,000 | +1.4% | 14,162 | -4.1% | 0.09% | 0.0% |
| Q1 2017 | $1,944,000 | -25.8% | 14,768 | -31.8% | 0.09% | -31.6% |
| Q4 2016 | $2,621,000 | -57.3% | 21,655 | -57.0% | 0.14% | -41.9% |
| Q3 2016 | $6,138,000 | +58.8% | 50,339 | +52.5% | 0.23% | +4.0% |
| Q2 2016 | $3,865,000 | -0.7% | 33,009 | +0.3% | 0.22% | -7.0% |
| Q1 2016 | $3,891,000 | +24.0% | 32,905 | +26.2% | 0.24% | +21.0% |
| Q4 2015 | $3,139,000 | -1.4% | 26,084 | -8.2% | 0.20% | -8.3% |
| Q3 2015 | $3,185,000 | +1.6% | 28,421 | +7.3% | 0.22% | +8.5% |
| Q2 2015 | $3,134,000 | 0.0% | 26,490 | 0.0% | 0.20% | 0.0% |
| Q1 2015 | $3,134,000 | -4.3% | 26,490 | -8.6% | 0.20% | -13.4% |
| Q4 2014 | $3,276,000 | +8.9% | 28,978 | +4.8% | 0.23% | +13.2% |
| Q3 2014 | $3,008,000 | +8.9% | 27,652 | +6.7% | 0.20% | +13.3% |
| Q2 2014 | $2,763,000 | +20.1% | 25,917 | +12.2% | 0.18% | +9.7% |
| Q1 2014 | $2,301,000 | +28.8% | 23,106 | +28.9% | 0.16% | +21.3% |
| Q4 2013 | $1,786,000 | +24.6% | 17,930 | +12.2% | 0.14% | +9.7% |
| Q3 2013 | $1,433,000 | +24.1% | 15,977 | +13.4% | 0.12% | +7.8% |
| Q2 2013 | $1,155,000 | +22.7% | 14,091 | +22.2% | 0.12% | +21.1% |
| Q1 2013 | $941,000 | – | 11,534 | – | 0.10% | – |
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% |