ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 218 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $890,137 | +4.4% | 10,934 | -3.2% | 0.13% | -3.7% |
Q1 2024 | $852,396 | +11.3% | 11,293 | 0.0% | 0.14% | -6.2% |
Q4 2023 | $765,891 | +13.7% | 11,293 | -0.0% | 0.14% | +4.3% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |