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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $143,360 | -28.3% | 2,945 | -26.3% | 0.06% | -34.5% |
| Q2 2022 | $200,000 | -23.7% | 3,998 | -0.6% | 0.09% | -6.5% |
| Q1 2022 | $262,000 | -56.8% | 4,024 | -52.4% | 0.09% | -54.9% |
| Q4 2021 | $607,000 | +9.8% | 8,450 | +0.2% | 0.21% | -0.5% |
| Q3 2021 | $553,000 | -0.4% | 8,430 | -1.7% | 0.21% | -20.1% |
| Q2 2021 | $555,000 | -11.6% | 8,577 | +294.2% | 0.26% | +418.0% |
| Q1 2021 | $628,000 | -33.4% | 2,176 | -33.1% | 0.05% | -64.3% |
| Q4 2020 | $943,000 | +23.8% | 3,254 | +0.1% | 0.14% | -33.6% |
| Q2 2020 | $762,000 | -36.8% | 3,250 | -49.9% | 0.21% | -35.5% |
| Q1 2020 | $1,206,000 | +37.5% | 6,488 | +55.3% | 0.33% | +10.8% |
| Q4 2019 | $877,000 | +9.9% | 4,179 | +0.2% | 0.30% | -6.3% |
| Q3 2019 | $798,000 | -1.2% | 4,170 | -1.0% | 0.32% | +7.1% |
| Q2 2019 | $808,000 | +5.1% | 4,212 | +0.1% | 0.29% | -0.7% |
| Q1 2019 | $769,000 | +15.5% | 4,207 | +0.1% | 0.30% | -24.1% |
| Q4 2018 | $666,000 | -5.9% | 4,201 | +10.3% | 0.39% | +16.8% |
| Q3 2018 | $708,000 | +11.0% | 3,808 | +4.2% | 0.33% | +7.4% |
| Q2 2018 | $638,000 | +16.4% | 3,655 | +9.3% | 0.31% | +0.6% |
| Q1 2018 | $548,000 | +39.4% | 3,345 | +33.4% | 0.31% | +39.2% |
| Q4 2017 | $393,000 | +7.4% | 2,508 | +0.4% | 0.22% | +16.2% |
| Q3 2017 | $366,000 | -6.6% | 2,498 | -11.2% | 0.19% | -23.0% |
| Q2 2017 | $392,000 | +5.9% | 2,814 | 0.0% | 0.25% | +6.0% |
| Q1 2017 | $370,000 | -5.4% | 2,814 | -12.9% | 0.23% | -11.4% |
| Q4 2016 | $391,000 | +13.0% | 3,230 | +13.9% | 0.26% | +4.8% |
| Q3 2016 | $346,000 | -62.4% | 2,837 | -63.9% | 0.25% | -71.5% |
| Q2 2016 | $921,000 | +0.4% | 7,868 | +1.4% | 0.88% | +34.6% |
| Q1 2016 | $917,000 | -1.6% | 7,760 | +0.2% | 0.66% | -2.4% |
| Q4 2015 | $932,000 | – | 7,745 | – | 0.67% | – |
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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% |