ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 104 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,662,838 | -2.6% | 61,406 | +1.8% | 0.19% | -5.1% |
| Q2 2023 | $3,761,840 | -8.8% | 60,343 | -19.0% | 0.20% | -16.9% |
| Q1 2023 | $4,126,413 | +14.5% | 74,540 | +0.6% | 0.24% | +4.0% |
| Q4 2022 | $3,605,208 | +4.1% | 74,059 | +3.2% | 0.23% | -13.7% |
| Q3 2022 | $3,463,000 | -1.5% | 71,750 | +2.3% | 0.26% | -15.2% |
| Q2 2022 | $3,514,000 | -27.8% | 70,147 | -6.3% | 0.31% | -16.0% |
| Q1 2022 | $4,866,000 | -10.2% | 74,855 | -0.8% | 0.37% | -7.8% |
| Q4 2021 | $5,421,000 | +11.0% | 75,484 | +1.3% | 0.40% | +0.5% |
| Q3 2021 | $4,884,000 | +3.6% | 74,515 | +2.4% | 0.40% | +33.1% |
| Q2 2021 | $4,715,000 | +20.7% | 72,802 | +437.7% | 0.30% | +6.4% |
| Q1 2021 | $3,906,000 | +16.6% | 13,539 | +17.1% | 0.28% | +0.7% |
| Q4 2020 | $3,351,000 | +48.8% | 11,561 | +37.3% | 0.28% | +23.5% |
| Q3 2020 | $2,252,000 | +59.7% | 8,420 | +40.1% | 0.23% | +17.1% |
| Q2 2020 | $1,410,000 | +237.3% | 6,012 | +167.3% | 0.19% | +221.7% |
| Q1 2020 | $418,000 | -62.6% | 2,249 | -68.1% | 0.06% | -72.1% |
| Q4 2018 | $1,117,000 | -13.3% | 7,044 | +1.6% | 0.22% | -22.9% |
| Q3 2018 | $1,289,000 | +184.5% | 6,934 | +167.5% | 0.28% | +140.5% |
| Q2 2018 | $453,000 | +194.2% | 2,592 | +167.5% | 0.12% | +182.9% |
| Q1 2018 | $154,000 | +8.5% | 969 | +11.6% | 0.04% | +7.9% |
| Q4 2017 | $142,000 | +10.1% | 868 | 0.0% | 0.04% | -30.9% |
| Q3 2017 | $129,000 | +29.0% | 868 | +0.1% | 0.06% | +14.6% |
| Q2 2017 | $100,000 | -55.9% | 867 | -49.9% | 0.05% | -68.2% |
| Q1 2017 | $227,000 | +43.7% | 1,730 | +33.4% | 0.15% | +26.9% |
| Q4 2016 | $158,000 | – | 1,297 | – | 0.12% | – |
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% |