ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,397,604 | -4.1% | 73,723 | +0.3% | 0.09% | 0.0% |
| Q2 2023 | $4,583,555 | +18.8% | 73,523 | +5.5% | 0.09% | -43.4% |
| Q1 2023 | $3,858,592 | +11.5% | 69,702 | -2.0% | 0.16% | +21.4% |
| Q4 2022 | $3,461,852 | +1.5% | 71,114 | +0.6% | 0.13% | -33.2% |
| Q3 2022 | $3,411,000 | -5.0% | 70,673 | -1.4% | 0.20% | -8.4% |
| Q2 2022 | $3,591,000 | -27.7% | 71,692 | +3.7% | 0.21% | -22.5% |
| Q1 2022 | $4,964,000 | 0.0% | 69,114 | 0.0% | 0.28% | +4.2% |
| Q4 2021 | $4,964,000 | +24.5% | 69,114 | +13.6% | 0.26% | +6.4% |
| Q3 2021 | $3,987,000 | -29.3% | 60,829 | -30.1% | 0.25% | -23.9% |
| Q2 2021 | $5,636,000 | +97.4% | 87,035 | +779.4% | 0.33% | +58.7% |
| Q1 2021 | $2,855,000 | -22.8% | 9,897 | -22.4% | 0.21% | -28.0% |
| Q4 2020 | $3,699,000 | +9.7% | 12,761 | +1.3% | 0.29% | +1.1% |
| Q3 2020 | $3,371,000 | +5.8% | 12,603 | -7.2% | 0.28% | -5.0% |
| Q2 2020 | $3,185,000 | +15.3% | 13,583 | -8.7% | 0.30% | -8.9% |
| Q1 2020 | $2,763,000 | +27.7% | 14,875 | +44.4% | 0.33% | +32.4% |
| Q4 2019 | $2,163,000 | +9.7% | 10,301 | +0.0% | 0.25% | -19.0% |
| Q3 2019 | $1,971,000 | +3.4% | 10,297 | +3.6% | 0.30% | -12.4% |
| Q2 2019 | $1,906,000 | +5.0% | 9,937 | +0.0% | 0.35% | -34.2% |
| Q1 2019 | $1,816,000 | +50.1% | 9,934 | +30.2% | 0.53% | +20.5% |
| Q4 2018 | $1,210,000 | -22.3% | 7,631 | -8.9% | 0.44% | -11.1% |
| Q3 2018 | $1,558,000 | +25.1% | 8,380 | +17.5% | 0.49% | -5.5% |
| Q2 2018 | $1,245,000 | +20.1% | 7,130 | +12.6% | 0.52% | -28.7% |
| Q1 2018 | $1,037,000 | +4.3% | 6,330 | -0.3% | 0.73% | -4.2% |
| Q4 2017 | $994,000 | – | 6,350 | – | 0.77% | – |
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% |