ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,448,009 | -2.7% | 57,804 | +1.7% | 0.01% | 0.0% |
| Q2 2023 | $3,544,037 | +15.5% | 56,849 | +2.6% | 0.01% | +25.0% |
| Q1 2023 | $3,067,985 | +4.7% | 55,420 | -7.9% | 0.00% | 0.0% |
| Q4 2022 | $2,929,952 | +0.0% | 60,188 | -0.8% | 0.00% | -20.0% |
| Q3 2022 | $2,929,000 | -3.9% | 60,694 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $3,049,000 | -22.1% | 60,879 | +1.1% | 0.01% | -16.7% |
| Q1 2022 | $3,913,000 | -9.9% | 60,206 | -0.5% | 0.01% | -14.3% |
| Q4 2021 | $4,345,000 | +7.6% | 60,492 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $4,037,000 | +1.2% | 61,590 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $3,989,000 | +12.8% | 61,590 | +402.6% | 0.01% | 0.0% |
| Q1 2021 | $3,535,000 | +24.4% | 12,255 | +25.1% | 0.01% | +16.7% |
| Q4 2020 | $2,841,000 | +3.1% | 9,799 | -4.9% | 0.01% | -14.3% |
| Q3 2020 | $2,755,000 | +19.6% | 10,302 | +4.8% | 0.01% | 0.0% |
| Q2 2020 | $2,304,000 | +49.8% | 9,828 | +18.7% | 0.01% | +40.0% |
| Q1 2020 | $1,538,000 | -11.5% | 8,278 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,738,000 | +8.2% | 8,278 | -1.3% | 0.01% | 0.0% |
| Q3 2019 | $1,606,000 | -0.1% | 8,388 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $1,607,000 | -0.5% | 8,374 | -5.2% | 0.01% | -16.7% |
| Q1 2019 | $1,615,000 | +551.2% | 8,832 | +465.4% | 0.01% | +500.0% |
| Q4 2018 | $248,000 | -19.2% | 1,562 | -5.3% | 0.00% | 0.0% |
| Q3 2018 | $307,000 | +10.4% | 1,650 | +3.5% | 0.00% | 0.0% |
| Q2 2018 | $278,000 | +3.7% | 1,594 | -2.4% | 0.00% | 0.0% |
| Q1 2018 | $268,000 | -16.2% | 1,634 | -20.1% | 0.00% | 0.0% |
| Q4 2017 | $320,000 | +48.8% | 2,044 | +39.1% | 0.00% | 0.0% |
| Q3 2017 | $215,000 | -8.5% | 1,469 | -12.9% | 0.00% | 0.0% |
| Q2 2017 | $235,000 | +23.7% | 1,687 | +17.1% | 0.00% | 0.0% |
| Q1 2017 | $190,000 | +1.1% | 1,441 | -7.4% | 0.00% | 0.0% |
| Q4 2016 | $188,000 | -1.1% | 1,556 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $190,000 | +25.8% | 1,556 | +20.3% | 0.00% | 0.0% |
| Q2 2016 | $151,000 | -16.1% | 1,293 | -15.3% | 0.00% | 0.0% |
| Q1 2016 | $180,000 | -2.2% | 1,526 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $184,000 | -21.4% | 1,526 | -27.0% | 0.00% | 0.0% |
| Q3 2015 | $234,000 | -34.3% | 2,089 | -30.7% | 0.00% | -33.3% |
| Q1 2015 | $356,000 | -12.3% | 3,015 | -16.0% | 0.00% | -25.0% |
| Q4 2014 | $406,000 | -23.7% | 3,590 | -26.5% | 0.00% | -33.3% |
| Q3 2014 | $532,000 | -13.2% | 4,885 | -15.0% | 0.01% | -25.0% |
| Q2 2014 | $613,000 | -18.3% | 5,749 | -23.7% | 0.01% | -27.3% |
| Q1 2014 | $750,000 | +7.4% | 7,532 | +7.6% | 0.01% | -8.3% |
| Q4 2013 | $698,000 | +12.2% | 7,002 | +1.0% | 0.01% | 0.0% |
| Q3 2013 | $622,000 | -19.4% | 6,932 | -26.2% | 0.01% | -33.3% |
| Q2 2013 | $772,000 | – | 9,399 | – | 0.02% | – |
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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% |