ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,909,402 | -4.8% | 65,539 | -0.5% | 0.78% | +0.4% |
| Q2 2023 | $4,105,556 | +2.9% | 65,856 | -8.6% | 0.77% | -8.6% |
| Q1 2023 | $3,989,536 | +11.0% | 72,067 | -2.4% | 0.85% | +4.2% |
| Q4 2022 | $3,595,233 | +4.3% | 73,854 | +3.4% | 0.81% | -5.5% |
| Q3 2022 | $3,447,000 | -1.2% | 71,433 | +2.6% | 0.86% | +1.9% |
| Q2 2022 | $3,489,000 | -16.3% | 69,649 | +8.6% | 0.84% | -3.2% |
| Q1 2022 | $4,170,000 | -1.0% | 64,156 | +9.3% | 0.87% | +3.0% |
| Q4 2021 | $4,214,000 | +2.4% | 58,673 | -6.5% | 0.85% | -5.8% |
| Q3 2021 | $4,114,000 | +1.3% | 62,767 | +0.1% | 0.90% | -1.9% |
| Q2 2021 | $4,060,000 | +12.2% | 62,700 | +400.1% | 0.92% | +1.7% |
| Q1 2021 | $3,617,000 | +4.2% | 12,538 | +4.7% | 0.90% | -5.7% |
| Q4 2020 | $3,472,000 | +11.9% | 11,976 | +3.2% | 0.96% | -1.3% |
| Q3 2020 | $3,103,000 | +5.4% | 11,604 | -7.6% | 0.97% | -3.8% |
| Q2 2020 | $2,945,000 | +15.4% | 12,558 | -8.6% | 1.01% | +1.2% |
| Q1 2020 | $2,552,000 | -22.1% | 13,738 | -12.0% | 0.99% | -8.0% |
| Q4 2019 | $3,276,000 | +9.4% | 15,604 | -0.2% | 1.08% | -1.0% |
| Q3 2019 | $2,994,000 | +4.2% | 15,640 | +4.4% | 1.09% | -2.5% |
| Q2 2019 | $2,874,000 | +1.3% | 14,978 | -3.5% | 1.12% | -4.0% |
| Q1 2019 | $2,838,000 | +47.7% | 15,520 | +28.1% | 1.17% | +26.9% |
| Q4 2018 | $1,921,000 | -8.6% | 12,117 | +7.2% | 0.92% | -1.0% |
| Q3 2018 | $2,101,000 | +9.1% | 11,306 | +2.5% | 0.93% | -1.3% |
| Q2 2018 | $1,926,000 | +19.3% | 11,028 | +12.0% | 0.94% | +11.0% |
| Q1 2018 | $1,614,000 | +7.7% | 9,850 | +2.9% | 0.85% | +4.4% |
| Q4 2017 | $1,498,000 | +20.9% | 9,570 | +13.0% | 0.81% | +17.0% |
| Q3 2017 | $1,239,000 | +31.8% | 8,466 | +25.4% | 0.69% | +21.4% |
| Q2 2017 | $940,000 | +25.3% | 6,752 | +18.5% | 0.57% | +14.7% |
| Q1 2017 | $750,000 | +83.4% | 5,698 | +68.4% | 0.50% | +52.3% |
| Q4 2016 | $409,000 | – | 3,383 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |