ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 164 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $302,545 | -4.3% | 5,072 | 0.0% | 0.07% | 0.0% |
Q2 2023 | $316,196 | +11.5% | 5,072 | -1.0% | 0.07% | +4.6% |
Q1 2023 | $283,603 | +12.2% | 5,123 | -1.3% | 0.06% | -3.0% |
Q4 2022 | $252,698 | -5.0% | 5,191 | -5.9% | 0.07% | -11.8% |
Q3 2022 | $266,000 | -3.6% | 5,516 | 0.0% | 0.08% | -1.3% |
Q2 2022 | $276,000 | -23.1% | 5,516 | 0.0% | 0.08% | +14.9% |
Q1 2022 | $359,000 | -9.3% | 5,516 | 0.0% | 0.07% | +4.7% |
Q4 2021 | $396,000 | +8.8% | 5,516 | -0.8% | 0.06% | +1.6% |
Q3 2021 | $364,000 | +1.1% | 5,560 | 0.0% | 0.06% | -62.5% |
Q2 2021 | $360,000 | +12.1% | 5,560 | +400.0% | 0.17% | +1.2% |
Q1 2021 | $321,000 | -6.7% | 1,112 | -6.4% | 0.17% | -11.7% |
Q4 2020 | $344,000 | +8.2% | 1,188 | 0.0% | 0.19% | +8.0% |
Q3 2020 | $318,000 | -24.1% | 1,188 | -33.5% | 0.17% | -3.9% |
Q2 2020 | $419,000 | – | 1,787 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Courage Miller Partners, LLC | 15,167 | $1,997,000 | 1.38% |
Clearstead Advisors, LLC | 59,381 | $7,819,000 | 1.14% |
TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,681,000 | 1.01% |
McQueen, Ball & Associates Inc. | 13,055 | $1,719,000 | 0.94% |
Kovack Advisors, Inc. | 10,225 | $1,346,000 | 0.52% |
Marietta Wealth Management, LLC | 5,698 | $750,000 | 0.50% |
AXA S.A. | 561,623 | $73,949,000 | 0.33% |
Kelman-Lazarov, Inc. | 3,865 | $509,000 | 0.33% |
LEVEL FOUR ADVISORY SERVICES, LLC | 22,775 | $2,989,000 | 0.30% |
Arcus Capital Partners, LLC | 2,814 | $370,000 | 0.23% |