ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596,167 | -5.3% | 26,759 | -1.1% | 0.01% | -6.7% |
| Q2 2023 | $1,686,380 | +10.1% | 27,051 | -2.2% | 0.02% | 0.0% |
| Q1 2023 | $1,531,262 | +108346.3% | 27,661 | -4.6% | 0.02% | – |
| Q4 2022 | $1,412 | -99.9% | 29,005 | +3.0% | 0.00% | -100.0% |
| Q3 2022 | $1,359,000 | -3.8% | 28,159 | -0.1% | 0.02% | +23.1% |
| Q2 2022 | $1,412,000 | -21.6% | 28,192 | +1.8% | 0.01% | -7.1% |
| Q1 2022 | $1,800,000 | 0.0% | 27,685 | +10.5% | 0.01% | 0.0% |
| Q4 2021 | $1,800,000 | +29.1% | 25,058 | +17.8% | 0.01% | +55.6% |
| Q3 2021 | $1,394,000 | +24.1% | 21,266 | +22.6% | 0.01% | -10.0% |
| Q2 2021 | $1,123,000 | +26.2% | 17,341 | +462.3% | 0.01% | +25.0% |
| Q1 2021 | $890,000 | +69.5% | 3,084 | +70.4% | 0.01% | +60.0% |
| Q4 2020 | $525,000 | +4.2% | 1,810 | -3.9% | 0.01% | -28.6% |
| Q3 2020 | $504,000 | -93.4% | 1,884 | -94.2% | 0.01% | -93.4% |
| Q2 2020 | $7,668,000 | +38.6% | 32,704 | +9.8% | 0.11% | +3.9% |
| Q1 2020 | $5,531,000 | +1084.4% | 29,779 | +1237.8% | 0.10% | +1357.1% |
| Q4 2019 | $467,000 | +22.6% | 2,226 | +11.7% | 0.01% | +16.7% |
| Q3 2019 | $381,000 | -23.0% | 1,992 | -22.7% | 0.01% | -33.3% |
| Q2 2019 | $495,000 | -36.0% | 2,578 | -39.0% | 0.01% | -40.0% |
| Q1 2019 | $773,000 | -75.9% | 4,229 | -79.1% | 0.02% | -80.5% |
| Q4 2018 | $3,211,000 | +11.0% | 20,257 | +30.2% | 0.08% | +30.5% |
| Q3 2018 | $2,892,000 | +630.3% | 15,563 | +586.8% | 0.06% | +883.3% |
| Q2 2018 | $396,000 | +76.0% | 2,266 | +65.0% | 0.01% | -33.3% |
| Q1 2018 | $225,000 | +1.4% | 1,373 | +0.9% | 0.01% | 0.0% |
| Q4 2017 | $222,000 | -60.3% | 1,361 | -63.9% | 0.01% | -35.7% |
| Q3 2017 | $559,000 | +73.6% | 3,770 | +64.3% | 0.01% | +55.6% |
| Q2 2017 | $322,000 | +3.5% | 2,295 | -3.2% | 0.01% | 0.0% |
| Q1 2017 | $311,000 | -22.8% | 2,370 | -26.7% | 0.01% | -30.8% |
| Q4 2016 | $403,000 | -20.2% | 3,233 | -22.6% | 0.01% | -38.1% |
| Q3 2016 | $505,000 | -9.0% | 4,176 | -11.1% | 0.02% | -4.5% |
| Q2 2016 | $555,000 | -11.5% | 4,700 | -11.4% | 0.02% | -26.7% |
| Q1 2016 | $627,000 | -16.6% | 5,305 | -15.2% | 0.03% | -16.7% |
| Q4 2015 | $752,000 | +2178.8% | 6,254 | +1937.1% | 0.04% | +1700.0% |
| Q3 2014 | $33,000 | – | 307 | – | 0.00% | – |
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% |