ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 113 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $235,000 | -27.2% | 3,617 | -19.7% | 0.02% | -25.8% |
| Q4 2021 | $323,000 | +5.9% | 4,502 | -4.4% | 0.03% | -6.1% |
| Q3 2021 | $305,000 | 0.0% | 4,710 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $305,000 | +12.1% | 4,710 | +400.0% | 0.03% | +6.5% |
| Q1 2021 | $272,000 | -11.7% | 942 | -11.4% | 0.03% | -18.4% |
| Q4 2020 | $308,000 | +3.7% | 1,063 | -4.4% | 0.04% | -5.0% |
| Q3 2020 | $297,000 | +14.2% | 1,112 | 0.0% | 0.04% | +5.3% |
| Q2 2020 | $260,000 | +25.6% | 1,112 | 0.0% | 0.04% | -7.3% |
| Q1 2020 | $207,000 | -10.4% | 1,112 | +1.3% | 0.04% | +2.5% |
| Q4 2019 | $231,000 | +10.0% | 1,098 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $210,000 | 0.0% | 1,098 | 0.0% | 0.04% | -6.8% |
| Q2 2019 | $210,000 | +6.1% | 1,098 | +1.2% | 0.04% | +7.3% |
| Q1 2019 | $198,000 | +13.1% | 1,085 | -1.8% | 0.04% | -4.7% |
| Q4 2018 | $175,000 | -33.5% | 1,105 | -21.6% | 0.04% | -12.2% |
| Q3 2018 | $263,000 | +6.9% | 1,409 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $246,000 | +22.4% | 1,409 | +14.4% | 0.05% | -15.5% |
| Q4 2017 | $201,000 | – | 1,232 | – | 0.06% | – |
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% |