ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,056 | -4.3% | 4,125 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $257,158 | +12.6% | 4,125 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $228,355 | +13.7% | 4,125 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $200,805 | -3.0% | 4,125 | 0.0% | 0.01% | -26.7% |
| Q2 2022 | $207,000 | -22.8% | 4,125 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $268,000 | -9.5% | 4,125 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $296,000 | +9.6% | 4,125 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $270,000 | +1.1% | 4,125 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $267,000 | +12.2% | 4,125 | +400.0% | 0.02% | -4.3% |
| Q1 2021 | $238,000 | -0.4% | 825 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $239,000 | +8.1% | 825 | 0.0% | 0.02% | -17.9% |
| Q3 2020 | $221,000 | – | 825 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |