ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,176 | +22.5% | 355 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $17,282 | 0.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,282 | +0.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,281 | +1.7% | 355 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 355 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $19,000 | -71.2% | 355 | -64.9% | 0.01% | -66.7% |
| Q1 2022 | $66,000 | +164.0% | 1,011 | +184.8% | 0.02% | +150.0% |
| Q4 2021 | $25,000 | +8.7% | 355 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 355 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +15.0% | 355 | +400.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | -4.8% | 71 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $21,000 | +10.5% | 71 | 0.0% | 0.01% | +75.0% |
| Q3 2020 | $19,000 | +11.8% | 71 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $17,000 | +30.8% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -13.3% | 71 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 71 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $14,000 | 0.0% | 71 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $14,000 | – | 71 | – | 0.01% | – |
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% |