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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,469 | +2.7% | 7,216 | -9.7% | 0.10% | -4.6% |
| Q4 2022 | $388,905 | -4.7% | 7,989 | -5.6% | 0.11% | -21.6% |
| Q3 2022 | $408,000 | -3.8% | 8,460 | 0.0% | 0.14% | -2.8% |
| Q2 2022 | $424,000 | -23.2% | 8,460 | -0.4% | 0.14% | -22.3% |
| Q1 2022 | $552,000 | -9.5% | 8,490 | 0.0% | 0.18% | -6.1% |
| Q4 2021 | $610,000 | +9.5% | 8,490 | 0.0% | 0.20% | +0.5% |
| Q3 2021 | $557,000 | +1.3% | 8,490 | 0.0% | 0.20% | +1.6% |
| Q2 2021 | $550,000 | +12.2% | 8,490 | +400.0% | 0.19% | +9.7% |
| Q1 2021 | $490,000 | -0.4% | 1,698 | 0.0% | 0.18% | -7.4% |
| Q4 2020 | $492,000 | +8.4% | 1,698 | 0.0% | 0.19% | -8.3% |
| Q3 2020 | $454,000 | +13.5% | 1,698 | -0.6% | 0.21% | +11.4% |
| Q2 2020 | $400,000 | +25.0% | 1,708 | -0.8% | 0.18% | +8.2% |
| Q1 2020 | $320,000 | -11.8% | 1,721 | -0.5% | 0.17% | +4.9% |
| Q4 2019 | $363,000 | -16.0% | 1,729 | -23.3% | 0.16% | -23.5% |
| Q3 2019 | $432,000 | -30.8% | 2,254 | -30.7% | 0.21% | -33.4% |
| Q2 2019 | $624,000 | +4.9% | 3,254 | 0.0% | 0.32% | +1.9% |
| Q1 2019 | $595,000 | +14.2% | 3,254 | -1.0% | 0.31% | -3.1% |
| Q4 2018 | $521,000 | -20.6% | 3,287 | -6.9% | 0.32% | -15.6% |
| Q3 2018 | $656,000 | +6.5% | 3,529 | 0.0% | 0.38% | +16.0% |
| Q2 2018 | $616,000 | +23.9% | 3,529 | +16.3% | 0.33% | +24.0% |
| Q1 2018 | $497,000 | +4.6% | 3,035 | 0.0% | 0.27% | +9.9% |
| Q4 2017 | $475,000 | +7.0% | 3,035 | 0.0% | 0.24% | +3.8% |
| Q3 2017 | $444,000 | +4.0% | 3,035 | -1.0% | 0.23% | 0.0% |
| Q2 2017 | $427,000 | -16.1% | 3,065 | -20.7% | 0.23% | -28.7% |
| Q1 2017 | $509,000 | -99.9% | 3,865 | 0.0% | 0.33% | +24.2% |
| Q4 2016 | $467,742,000 | +0.0% | 3,865 | 0.0% | 0.26% | -0.4% |
| Q3 2016 | $467,549,000 | +2.7% | 3,865 | 0.0% | 0.26% | +1.9% |
| Q2 2016 | $455,065,000 | +98398.9% | 3,865 | 0.0% | 0.26% | -3.7% |
| Q1 2016 | $462,000 | – | 3,865 | – | 0.27% | – |
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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% |