ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,832 | -4.3% | 7,625 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $475,354 | +12.6% | 7,625 | 0.0% | 0.09% | +3.5% |
| Q1 2023 | $422,111 | +13.7% | 7,625 | 0.0% | 0.09% | +1.2% |
| Q4 2022 | $371,185 | -8.8% | 7,625 | -9.5% | 0.08% | -20.6% |
| Q3 2022 | $407,000 | -3.6% | 8,425 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $422,000 | -23.0% | 8,425 | 0.0% | 0.11% | -15.6% |
| Q1 2022 | $548,000 | 0.0% | 8,425 | +10.5% | 0.13% | -3.0% |
| Q4 2021 | $548,000 | -4.2% | 7,625 | -12.7% | 0.13% | -15.4% |
| Q3 2021 | $572,000 | +3.1% | 8,730 | +1.9% | 0.16% | +3.3% |
| Q2 2021 | $555,000 | +13.7% | 8,565 | +406.2% | 0.15% | 0.0% |
| Q1 2021 | $488,000 | +10.4% | 1,692 | +11.0% | 0.15% | -0.7% |
| Q4 2020 | $442,000 | +8.3% | 1,525 | 0.0% | 0.15% | -6.7% |
| Q3 2020 | $408,000 | +14.0% | 1,525 | 0.0% | 0.16% | +8.7% |
| Q2 2020 | $358,000 | +26.5% | 1,525 | 0.0% | 0.15% | +8.7% |
| Q1 2020 | $283,000 | -11.6% | 1,525 | 0.0% | 0.14% | -10.4% |
| Q4 2019 | $320,000 | +9.6% | 1,525 | 0.0% | 0.15% | -7.2% |
| Q3 2019 | $292,000 | -0.3% | 1,525 | 0.0% | 0.17% | -4.0% |
| Q2 2019 | $293,000 | +5.0% | 1,525 | 0.0% | 0.17% | -2.8% |
| Q1 2019 | $279,000 | +15.3% | 1,525 | 0.0% | 0.18% | +0.6% |
| Q4 2018 | $242,000 | – | 1,525 | – | 0.18% | – |
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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% |