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 | $1,347,792 | -9.2% | 22,595 | -5.1% | 0.80% | -4.4% |
| Q2 2023 | $1,484,660 | +7.9% | 23,815 | -4.2% | 0.84% | +6.2% |
| Q1 2023 | $1,376,497 | +10.2% | 24,865 | -3.1% | 0.79% | +9.3% |
| Q4 2022 | $1,248,885 | -8.2% | 25,655 | -8.9% | 0.72% | -12.1% |
| Q3 2022 | $1,360,000 | -4.1% | 28,175 | -0.5% | 0.82% | -3.2% |
| Q2 2022 | $1,418,000 | -27.0% | 28,315 | -5.2% | 0.85% | -12.1% |
| Q1 2022 | $1,942,000 | -9.7% | 29,875 | -0.2% | 0.96% | -5.2% |
| Q4 2021 | $2,150,000 | +9.6% | 29,935 | 0.0% | 1.02% | +4.1% |
| Q3 2021 | $1,962,000 | -0.2% | 29,935 | -1.4% | 0.98% | +0.1% |
| Q2 2021 | $1,965,000 | +5.6% | 30,350 | +370.5% | 0.98% | +9.3% |
| Q1 2021 | $1,861,000 | -9.9% | 6,451 | -9.5% | 0.89% | -13.6% |
| Q4 2020 | $2,066,000 | +0.2% | 7,126 | -7.6% | 1.03% | -9.9% |
| Q3 2020 | $2,062,000 | -9.5% | 7,711 | -20.6% | 1.15% | -19.2% |
| Q2 2020 | $2,278,000 | +17.0% | 9,715 | -7.3% | 1.42% | -8.0% |
| Q1 2020 | $1,947,000 | -15.8% | 10,484 | -4.8% | 1.54% | +1.0% |
| Q4 2019 | $2,311,000 | +7.0% | 11,009 | -2.4% | 1.53% | +4.1% |
| Q3 2019 | $2,159,000 | -2.3% | 11,279 | -0.5% | 1.47% | -5.3% |
| Q2 2019 | $2,209,000 | +6.1% | 11,339 | -0.4% | 1.55% | +6.6% |
| Q1 2019 | $2,082,000 | +14.0% | 11,389 | -1.2% | 1.45% | -0.8% |
| Q4 2018 | $1,827,000 | – | 11,526 | – | 1.46% | – |
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% |