ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,395,186 | -5.7% | 40,154 | -1.4% | 0.73% | -0.5% |
| Q2 2023 | $2,539,789 | +11.6% | 40,740 | -0.9% | 0.73% | +4.9% |
| Q1 2023 | $2,276,409 | +11.0% | 41,121 | -2.4% | 0.70% | +3.9% |
| Q4 2022 | $2,051,132 | -1.0% | 42,135 | -1.9% | 0.67% | -4.4% |
| Q3 2022 | $2,072,000 | -8.1% | 42,933 | -4.6% | 0.70% | -2.6% |
| Q2 2022 | $2,254,000 | -24.2% | 44,990 | -1.6% | 0.72% | -12.6% |
| Q1 2022 | $2,973,000 | -11.5% | 45,731 | -2.2% | 0.82% | -9.2% |
| Q4 2021 | $3,358,000 | +8.9% | 46,763 | -0.6% | 0.91% | +0.6% |
| Q3 2021 | $3,083,000 | +0.2% | 47,027 | -1.0% | 0.90% | -0.3% |
| Q2 2021 | $3,076,000 | +9.1% | 47,506 | +386.1% | 0.91% | +1.3% |
| Q1 2021 | $2,819,000 | -22.3% | 9,773 | -21.9% | 0.90% | -25.5% |
| Q4 2020 | $3,629,000 | +6.4% | 12,520 | -1.0% | 1.20% | -2.6% |
| Q3 2020 | $3,412,000 | -0.3% | 12,641 | -12.1% | 1.23% | -7.1% |
| Q2 2020 | $3,423,000 | +27.3% | 14,375 | -0.7% | 1.33% | +13.4% |
| Q1 2020 | $2,689,000 | -86.0% | 14,477 | -84.2% | 1.17% | -84.3% |
| Q4 2019 | $19,262,000 | +8.6% | 91,742 | -0.9% | 7.46% | +1.1% |
| Q3 2019 | $17,730,000 | -2.9% | 92,609 | -1.4% | 7.37% | -5.2% |
| Q2 2019 | $18,252,000 | +5.1% | 93,964 | +0.2% | 7.78% | -1.0% |
| Q1 2019 | $17,361,000 | +18.4% | 93,795 | +1.4% | 7.86% | +7.7% |
| Q4 2018 | $14,664,000 | -13.9% | 92,504 | +0.8% | 7.30% | -7.0% |
| Q3 2018 | $17,041,000 | +6.6% | 91,801 | -0.3% | 7.84% | -0.1% |
| Q2 2018 | $15,987,000 | +8.8% | 92,123 | +2.7% | 7.85% | +4.0% |
| Q1 2018 | $14,694,000 | -0.6% | 89,679 | +2.9% | 7.55% | +1.8% |
| Q4 2017 | $14,778,000 | +19.3% | 87,191 | +3.0% | 7.41% | -0.1% |
| Q3 2017 | $12,388,000 | +10.4% | 84,624 | +5.0% | 7.42% | -1.7% |
| Q2 2017 | $11,217,000 | – | 80,559 | – | 7.55% | – |
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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% |