ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 88 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $556,000 | +2.8% | 7,739 | -6.2% | 0.04% | -11.9% |
| Q3 2021 | $541,000 | -2.7% | 8,249 | -4.0% | 0.04% | -6.7% |
| Q2 2021 | $556,000 | +15.4% | 8,589 | +414.3% | 0.04% | +4.7% |
| Q1 2021 | $482,000 | +39.3% | 1,670 | +40.1% | 0.04% | +30.3% |
| Q4 2020 | $346,000 | -25.1% | 1,192 | -30.9% | 0.03% | -34.0% |
| Q3 2020 | $462,000 | +516.0% | 1,726 | +328.3% | 0.05% | +400.0% |
| Q1 2020 | $75,000 | -20.2% | 403 | -10.2% | 0.01% | 0.0% |
| Q4 2019 | $94,000 | +25.3% | 449 | +15.1% | 0.01% | +25.0% |
| Q3 2019 | $75,000 | -1.3% | 390 | -1.0% | 0.01% | 0.0% |
| Q2 2019 | $76,000 | +61.7% | 394 | +34.0% | 0.01% | -20.0% |
| Q4 2018 | $47,000 | +95.8% | 294 | +80.4% | 0.01% | +42.9% |
| Q3 2017 | $24,000 | -99.9% | 163 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $23,000,000 | -48.9% | 163 | -56.5% | 0.01% | -25.0% |
| Q4 2016 | $45,000,000 | +97726.1% | 375 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $46,000 | +228.6% | 375 | +209.9% | 0.01% | +60.0% |
| Q4 2014 | $14,000 | -93.4% | 121 | -93.8% | 0.01% | -88.1% |
| Q3 2014 | $211,000 | – | 1,942 | – | 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% |