ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,747 | -4.3% | 11,295 | 0.0% | 0.14% | +4.5% |
| Q2 2023 | $704,146 | +12.9% | 11,295 | +0.3% | 0.13% | +5.6% |
| Q1 2023 | $623,617 | +25.2% | 11,265 | +10.1% | 0.13% | +88.1% |
| Q4 2022 | $497,948 | -35.4% | 10,229 | -35.9% | 0.07% | -64.4% |
| Q3 2022 | $771,000 | -14.3% | 15,968 | -11.1% | 0.19% | +2.7% |
| Q2 2022 | $900,000 | -26.5% | 17,960 | -4.7% | 0.18% | -16.1% |
| Q1 2022 | $1,225,000 | -25.4% | 18,844 | -17.6% | 0.22% | -20.1% |
| Q4 2021 | $1,643,000 | -0.5% | 22,879 | -9.2% | 0.27% | -6.8% |
| Q3 2021 | $1,651,000 | -0.3% | 25,188 | -1.5% | 0.29% | -3.0% |
| Q2 2021 | $1,656,000 | +23.7% | 25,565 | +450.9% | 0.30% | -1.6% |
| Q1 2021 | $1,339,000 | +12.2% | 4,641 | +12.8% | 0.31% | +2.7% |
| Q4 2020 | $1,193,000 | +12.3% | 4,116 | +3.7% | 0.30% | -13.3% |
| Q3 2020 | $1,062,000 | +29.4% | 3,971 | +13.5% | 0.34% | +9.9% |
| Q2 2020 | $821,000 | +70.7% | 3,500 | +35.3% | 0.31% | +42.7% |
| Q1 2020 | $481,000 | -4.0% | 2,587 | +8.4% | 0.22% | +17.0% |
| Q4 2019 | $501,000 | +134.1% | 2,387 | +113.1% | 0.19% | +95.8% |
| Q3 2019 | $214,000 | +7.0% | 1,120 | +8.7% | 0.10% | +11.6% |
| Q2 2019 | $200,000 | +440.5% | 1,030 | +415.0% | 0.09% | +352.6% |
| Q1 2019 | $37,000 | +15.6% | 200 | 0.0% | 0.02% | -9.5% |
| Q4 2018 | $32,000 | -13.5% | 200 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $37,000 | +5.7% | 200 | -0.5% | 0.02% | -40.5% |
| Q2 2018 | $35,000 | +9.4% | 201 | 0.0% | 0.04% | +54.2% |
| Q1 2018 | $32,000 | 0.0% | 201 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $32,000 | +6.7% | 201 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $30,000 | +7.1% | 201 | 0.0% | 0.03% | -6.9% |
| Q2 2017 | $28,000 | +7.7% | 201 | 0.0% | 0.03% | +7.4% |
| Q1 2017 | $26,000 | +13.0% | 201 | +8.1% | 0.03% | -12.9% |
| Q4 2016 | $23,000 | – | 186 | – | 0.03% | – |
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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% |