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 ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |