ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,865 | -12.8% | 6,620 | -8.8% | 0.06% | -5.2% |
| Q2 2023 | $452,607 | -67.7% | 7,260 | -71.3% | 0.06% | -69.6% |
| Q1 2023 | $1,402,388 | +2.7% | 25,333 | -9.7% | 0.19% | -4.5% |
| Q4 2022 | $1,366,057 | -9.2% | 28,062 | -10.0% | 0.20% | -9.5% |
| Q3 2022 | $1,504,000 | -3.0% | 31,168 | +0.7% | 0.22% | +7.8% |
| Q2 2022 | $1,550,000 | -42.0% | 30,947 | -24.8% | 0.20% | -25.5% |
| Q1 2022 | $2,674,000 | -8.0% | 41,142 | +1.7% | 0.28% | -2.1% |
| Q4 2021 | $2,907,000 | +1.9% | 40,474 | -7.0% | 0.28% | -9.4% |
| Q3 2021 | $2,853,000 | -0.6% | 43,518 | -1.8% | 0.31% | -5.2% |
| Q2 2021 | $2,871,000 | +11.8% | 44,331 | +398.3% | 0.33% | -2.1% |
| Q1 2021 | $2,567,000 | +1.3% | 8,897 | +1.7% | 0.33% | -8.5% |
| Q4 2020 | $2,535,000 | +9.6% | 8,745 | +1.1% | 0.36% | -11.4% |
| Q3 2020 | $2,313,000 | +4.4% | 8,647 | -8.5% | 0.41% | -4.4% |
| Q2 2020 | $2,215,000 | +83.8% | 9,446 | +45.6% | 0.43% | +55.0% |
| Q1 2020 | $1,205,000 | -5.7% | 6,489 | +6.6% | 0.28% | +21.9% |
| Q4 2019 | $1,278,000 | -23.7% | 6,085 | -30.4% | 0.23% | -33.7% |
| Q3 2019 | $1,675,000 | +8.1% | 8,749 | +8.3% | 0.34% | -2.8% |
| Q2 2019 | $1,550,000 | -4.1% | 8,081 | -8.7% | 0.35% | -12.2% |
| Q1 2019 | $1,617,000 | +26.5% | 8,847 | +9.8% | 0.40% | +7.8% |
| Q4 2018 | $1,278,000 | -24.6% | 8,061 | -11.6% | 0.37% | -14.4% |
| Q3 2018 | $1,695,000 | -6.3% | 9,119 | -12.0% | 0.44% | -13.5% |
| Q2 2018 | $1,809,000 | +9.2% | 10,358 | +2.5% | 0.50% | +21.7% |
| Q1 2018 | $1,656,000 | +6.2% | 10,108 | +1.4% | 0.42% | +5.3% |
| Q4 2017 | $1,560,000 | +7.4% | 9,967 | +0.5% | 0.39% | -18.3% |
| Q3 2017 | $1,452,000 | +1.8% | 9,917 | -3.2% | 0.48% | +7.1% |
| Q2 2017 | $1,426,000 | +5.9% | 10,243 | +0.2% | 0.45% | -14.1% |
| Q1 2017 | $1,346,000 | +0.5% | 10,225 | -7.6% | 0.52% | -17.7% |
| Q4 2016 | $1,339,000 | -5.0% | 11,066 | -4.2% | 0.64% | -7.1% |
| Q3 2016 | $1,409,000 | +4.1% | 11,553 | 0.0% | 0.69% | -4.5% |
| Q2 2016 | $1,353,000 | -20.3% | 11,553 | -19.6% | 0.72% | -32.3% |
| Q1 2016 | $1,697,000 | +41.4% | 14,362 | +44.0% | 1.06% | +34.1% |
| Q4 2015 | $1,200,000 | +7.7% | 9,976 | +0.3% | 0.79% | +1.8% |
| Q3 2015 | $1,114,000 | +235.5% | 9,948 | +255.2% | 0.78% | +230.6% |
| Q2 2015 | $332,000 | – | 2,801 | – | 0.24% | – |
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% |