ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,874 | -5.8% | 48,173 | -1.5% | 0.02% | -5.3% |
| Q2 2023 | $3,050 | +5.7% | 48,926 | -6.1% | 0.02% | 0.0% |
| Q1 2023 | $2,885 | +2.1% | 52,120 | -10.2% | 0.02% | -9.5% |
| Q4 2022 | $2,825 | -99.9% | 58,024 | -2.2% | 0.02% | -8.7% |
| Q3 2022 | $2,865,000 | -7.2% | 59,357 | -3.7% | 0.02% | -4.2% |
| Q2 2022 | $3,087,000 | -28.4% | 61,635 | -7.1% | 0.02% | -22.6% |
| Q1 2022 | $4,313,000 | -25.0% | 66,350 | -17.2% | 0.03% | -24.4% |
| Q4 2021 | $5,753,000 | +100.0% | 80,102 | +80.3% | 0.04% | +78.3% |
| Q2 2021 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,877,000 | 0.0% | 44,419 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,877,000 | -5.9% | 44,419 | +130.4% | 0.02% | -69.7% |
| Q4 2018 | $3,057,000 | -13.9% | 19,282 | +0.9% | 0.08% | -16.5% |
| Q3 2018 | $3,552,000 | +5.2% | 19,109 | -1.1% | 0.09% | -18.0% |
| Q2 2018 | $3,376,000 | +6.7% | 19,324 | +0.1% | 0.11% | -11.9% |
| Q1 2018 | $3,163,000 | +3.7% | 19,302 | -1.0% | 0.13% | -6.7% |
| Q4 2017 | $3,051,000 | +7.0% | 19,495 | +0.1% | 0.14% | 0.0% |
| Q3 2017 | $2,852,000 | +15.7% | 19,479 | +10.0% | 0.14% | +7.1% |
| Q2 2017 | $2,466,000 | +8.3% | 17,711 | +2.4% | 0.13% | -2.3% |
| Q1 2017 | $2,277,000 | +16.1% | 17,294 | +6.7% | 0.13% | +7.5% |
| Q4 2016 | $1,961,000 | +2.4% | 16,207 | +3.2% | 0.12% | -9.1% |
| Q3 2016 | $1,915,000 | -0.6% | 15,707 | -4.6% | 0.13% | -6.4% |
| Q2 2016 | $1,927,000 | +1.7% | 16,460 | +2.6% | 0.14% | -15.1% |
| Q1 2016 | $1,895,000 | – | 16,042 | – | 0.17% | – |
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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% |