ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 165 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,213,233 | +7.2% | 14,903 | -0.6% | 0.07% | +9.5% |
| Q1 2024 | $1,131,406 | +11.8% | 14,989 | +0.5% | 0.06% | 0.0% |
| Q4 2023 | $1,011,975 | +20.2% | 14,921 | +5.7% | 0.06% | +10.5% |
| Q3 2023 | $841,886 | -4.4% | 14,114 | -0.1% | 0.06% | -3.4% |
| Q2 2023 | $880,620 | +15.9% | 14,126 | +2.9% | 0.06% | +7.3% |
| Q1 2023 | $759,958 | +13.1% | 13,728 | -0.5% | 0.06% | +5.8% |
| Q4 2022 | $671,923 | +1.2% | 13,803 | +0.3% | 0.05% | -5.5% |
| Q3 2022 | $664,000 | -5.3% | 13,767 | -1.6% | 0.06% | -6.8% |
| Q2 2022 | $701,000 | -25.5% | 13,988 | -3.4% | 0.06% | -20.3% |
| Q1 2022 | $941,000 | -9.3% | 14,481 | -9.4% | 0.07% | -19.6% |
| Q4 2021 | $1,038,000 | -2.2% | 15,987 | -0.1% | 0.09% | +3.4% |
| Q3 2021 | $1,061,000 | +2.2% | 16,006 | +0.1% | 0.09% | -3.3% |
| Q2 2021 | $1,038,000 | -12.1% | 15,987 | +313.1% | 0.09% | -24.0% |
| Q1 2021 | $1,181,000 | +0.2% | 3,870 | -4.8% | 0.12% | -14.2% |
| Q4 2020 | $1,179,000 | -4.2% | 4,066 | -12.3% | 0.14% | -16.6% |
| Q3 2020 | $1,231,000 | -21.4% | 4,638 | -30.6% | 0.17% | -24.9% |
| Q2 2020 | $1,567,000 | – | 6,683 | – | 0.22% | – |
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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% |