ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 169 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,655 | -4.3% | 6,700 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $417,687 | +28.1% | 6,700 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $326,156 | 0.0% | 6,700 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $326,156 | +1.0% | 6,700 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $323,000 | -3.9% | 6,700 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $336,000 | -31.8% | 6,700 | -11.7% | 0.01% | -30.0% |
| Q1 2022 | $493,000 | -9.5% | 7,586 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $545,000 | -2.0% | 7,586 | -10.5% | 0.01% | 0.0% |
| Q3 2021 | $556,000 | +1.3% | 8,480 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $549,000 | +12.3% | 8,480 | +400.0% | 0.01% | -45.8% |
| Q1 2021 | $489,000 | -0.6% | 1,696 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $492,000 | +8.4% | 1,696 | 0.0% | 0.03% | -25.7% |
| Q3 2020 | $454,000 | +14.1% | 1,696 | 0.0% | 0.04% | -7.9% |
| Q2 2020 | $398,000 | +26.3% | 1,696 | 0.0% | 0.04% | +26.7% |
| Q1 2020 | $315,000 | -11.5% | 1,696 | 0.0% | 0.03% | -11.8% |
| Q4 2019 | $356,000 | -2.7% | 1,696 | -11.3% | 0.03% | -15.0% |
| Q3 2019 | $366,000 | -0.3% | 1,911 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $367,000 | +3.1% | 1,911 | -1.9% | 0.04% | -11.1% |
| Q1 2019 | $356,000 | – | 1,948 | – | 0.04% | – |
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% |