ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 104 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,661,551 | -4.3% | 27,855 | 0.0% | 0.04% | -5.3% |
| Q2 2023 | $1,736,520 | +12.6% | 27,855 | 0.0% | 0.04% | +2.7% |
| Q1 2023 | $1,542,019 | +10.0% | 27,855 | 0.0% | 0.04% | +5.7% |
| Q4 2022 | $1,401,385 | +4.3% | 27,855 | 0.0% | 0.04% | -63.2% |
| Q3 2022 | $1,344,000 | -3.7% | 27,855 | 0.0% | 0.10% | +1.1% |
| Q2 2022 | $1,395,000 | -23.0% | 27,855 | 0.0% | 0.09% | -19.7% |
| Q1 2022 | $1,811,000 | -9.5% | 27,855 | 0.0% | 0.12% | -12.7% |
| Q4 2021 | $2,001,000 | +9.6% | 27,855 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $1,826,000 | +1.2% | 27,855 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $1,804,000 | +12.3% | 27,855 | +400.0% | 0.14% | +3.8% |
| Q1 2021 | $1,607,000 | -0.5% | 5,571 | 0.0% | 0.13% | -9.1% |
| Q4 2020 | $1,615,000 | +8.4% | 5,571 | 0.0% | 0.14% | -8.9% |
| Q3 2020 | $1,490,000 | +6.6% | 5,571 | -6.5% | 0.16% | -8.2% |
| Q2 2020 | $1,398,000 | +26.3% | 5,961 | 0.0% | 0.17% | +8.9% |
| Q1 2020 | $1,107,000 | -13.9% | 5,961 | -2.6% | 0.16% | +23.6% |
| Q4 2019 | $1,285,000 | +9.7% | 6,119 | 0.0% | 0.13% | +2.4% |
| Q3 2019 | $1,171,000 | -4.5% | 6,119 | -4.2% | 0.12% | -6.1% |
| Q2 2019 | $1,226,000 | +5.0% | 6,388 | 0.0% | 0.13% | -0.8% |
| Q1 2019 | $1,168,000 | +9.6% | 6,388 | -5.0% | 0.13% | -5.0% |
| Q4 2018 | $1,066,000 | -22.1% | 6,722 | -8.7% | 0.14% | -8.5% |
| Q3 2018 | $1,368,000 | +5.3% | 7,360 | -1.0% | 0.15% | +5.5% |
| Q2 2018 | $1,299,000 | +2.0% | 7,435 | -4.4% | 0.14% | -11.6% |
| Q1 2018 | $1,274,000 | +1.4% | 7,776 | -3.2% | 0.16% | +16.3% |
| Q4 2017 | $1,257,000 | +5.9% | 8,032 | -0.9% | 0.14% | +5.2% |
| Q3 2017 | $1,187,000 | +5.4% | 8,105 | +0.2% | 0.13% | -2.9% |
| Q2 2017 | $1,126,000 | +5.3% | 8,086 | -0.4% | 0.14% | -1.4% |
| Q1 2017 | $1,069,000 | +7.9% | 8,115 | -0.9% | 0.14% | -84.4% |
| Q4 2016 | $991,000 | – | 8,189 | – | 0.90% | – |
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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% |