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 | $155,090 | -4.3% | 2,600 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $162,088 | +12.6% | 2,600 | 0.0% | 0.03% | +6.7% |
| Q1 2023 | $143,933 | +13.7% | 2,600 | 0.0% | 0.03% | +3.4% |
| Q4 2022 | $126,568 | +1.3% | 2,600 | 0.0% | 0.03% | -6.5% |
| Q3 2022 | $125,000 | -3.8% | 2,600 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $130,000 | -23.1% | 2,600 | 0.0% | 0.03% | -13.9% |
| Q1 2022 | $169,000 | -9.6% | 2,600 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $187,000 | +10.0% | 2,600 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $170,000 | +1.2% | 2,600 | 0.0% | 0.04% | +5.6% |
| Q2 2021 | $168,000 | +12.0% | 2,600 | +400.0% | 0.04% | 0.0% |
| Q1 2021 | $150,000 | -0.7% | 520 | 0.0% | 0.04% | -7.7% |
| Q4 2020 | $151,000 | +8.6% | 520 | 0.0% | 0.04% | -7.1% |
| Q3 2020 | $139,000 | +13.9% | 520 | 0.0% | 0.04% | +5.0% |
| Q2 2020 | $122,000 | +25.8% | 520 | 0.0% | 0.04% | +11.1% |
| Q1 2020 | $97,000 | -11.0% | 520 | 0.0% | 0.04% | +5.9% |
| Q4 2019 | $109,000 | +9.0% | 520 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $100,000 | 0.0% | 520 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $100,000 | +5.3% | 520 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $95,000 | +15.9% | 520 | 0.0% | 0.04% | +6.1% |
| Q4 2018 | $82,000 | – | 520 | – | 0.03% | – |
Download | ||||||
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% |