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 ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |