ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,355 | -79.8% | 4,130 | -60.0% | 0.01% | -59.3% |
| Q2 2023 | $1,216,870 | -10.1% | 10,320 | +32.2% | 0.03% | -54.2% |
| Q1 2023 | $1,353,902 | +223316.2% | 7,804 | +124.8% | 0.06% | +268.8% |
| Q4 2022 | $606 | -100.0% | 3,472 | -60.6% | 0.02% | -60.0% |
| Q3 2022 | $1,533,000 | -25.3% | 8,812 | -25.4% | 0.04% | -38.5% |
| Q2 2022 | $2,052,000 | -46.2% | 11,810 | -46.3% | 0.06% | +35.4% |
| Q1 2022 | $3,815,000 | +358.0% | 21,980 | +89.8% | 0.05% | +200.0% |
| Q4 2021 | $833,000 | +6.8% | 11,582 | -2.1% | 0.02% | 0.0% |
| Q3 2021 | $780,000 | -3.1% | 11,831 | -4.5% | 0.02% | -5.9% |
| Q2 2021 | $805,000 | -55.0% | 12,391 | +99.7% | 0.02% | -51.4% |
| Q1 2021 | $1,790,000 | -51.5% | 6,206 | -51.4% | 0.04% | -76.7% |
| Q4 2020 | $3,693,000 | +9.6% | 12,775 | +1.4% | 0.15% | -25.4% |
| Q3 2020 | $3,368,000 | +235.1% | 12,596 | +186.8% | 0.20% | +151.2% |
| Q2 2020 | $1,005,000 | +461.5% | 4,392 | +361.3% | 0.08% | +344.4% |
| Q1 2020 | $179,000 | +1527.3% | 952 | +1730.8% | 0.02% | +1700.0% |
| Q4 2019 | $11,000 | – | 52 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $23,000 | -90.3% | 125 | -91.7% | 0.00% | -78.6% |
| Q4 2018 | $236,000 | -24.6% | 1,505 | -10.7% | 0.01% | +7.7% |
| Q3 2018 | $313,000 | +2307.7% | 1,685 | +2146.7% | 0.01% | +1200.0% |
| Q2 2018 | $13,000 | +8.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | -65.7% | 75 | -68.5% | 0.00% | 0.0% |
| Q3 2017 | $35,000 | -5.4% | 238 | -9.5% | 0.00% | -50.0% |
| Q2 2017 | $37,000 | +5.7% | 263 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $35,000 | +9.4% | 263 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $32,000 | -36.0% | 263 | -35.5% | 0.00% | -33.3% |
| Q3 2016 | $50,000 | +4.2% | 408 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $48,000 | +108.7% | 408 | +226.4% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | -28.1% | 125 | -53.7% | 0.00% | +50.0% |
| Q4 2015 | $32,000 | – | 270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |