ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,450 | -4.3% | 1,114 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $69,448 | +11.9% | 1,114 | -0.6% | 0.02% | +4.3% |
| Q1 2023 | $62,057 | +112730.9% | 1,121 | 0.0% | 0.02% | +9.5% |
| Q4 2022 | $55 | -99.9% | 1,121 | +0.2% | 0.02% | -8.7% |
| Q3 2022 | $54,000 | -12.9% | 1,119 | -9.5% | 0.02% | -11.5% |
| Q2 2022 | $62,000 | -22.5% | 1,237 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $80,000 | -17.5% | 1,237 | -8.0% | 0.03% | -17.6% |
| Q4 2021 | $97,000 | +10.2% | 1,345 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $88,000 | +1.1% | 1,345 | 0.0% | 0.04% | -12.5% |
| Q2 2021 | $87,000 | -16.3% | 1,345 | +274.7% | 0.04% | -20.0% |
| Q1 2021 | $104,000 | +33.3% | 359 | +33.5% | 0.05% | +4.2% |
| Q4 2020 | $78,000 | +8.3% | 269 | -0.4% | 0.05% | -5.9% |
| Q3 2020 | $72,000 | +14.3% | 270 | 0.0% | 0.05% | +8.5% |
| Q2 2020 | $63,000 | +26.0% | 270 | 0.0% | 0.05% | +9.3% |
| Q1 2020 | $50,000 | -12.3% | 270 | 0.0% | 0.04% | +10.3% |
| Q4 2019 | $57,000 | +11.8% | 270 | +1.5% | 0.04% | +34.5% |
| Q3 2019 | $51,000 | 0.0% | 266 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $51,000 | +4.1% | 266 | 0.0% | 0.03% | +3.6% |
| Q1 2019 | $49,000 | +14.0% | 266 | -1.8% | 0.03% | +7.7% |
| Q4 2018 | $43,000 | +19.4% | 271 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $36,000 | – | 271 | – | 0.02% | – |
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% |