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 | $1,154,168 | -4.3% | 19,349 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $1,206,244 | +3.7% | 19,349 | -7.9% | 0.10% | -1.9% |
| Q1 2023 | $1,163,088 | +13.7% | 21,010 | 0.0% | 0.10% | +8.2% |
| Q4 2022 | $1,022,767 | +0.9% | 21,010 | 0.0% | 0.10% | -7.6% |
| Q3 2022 | $1,014,000 | -3.6% | 21,010 | 0.0% | 0.10% | +2.9% |
| Q2 2022 | $1,052,000 | -23.0% | 21,010 | 0.0% | 0.10% | -10.5% |
| Q1 2022 | $1,366,000 | +5.6% | 21,010 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $1,293,000 | -6.1% | 21,010 | 0.0% | 0.11% | -5.0% |
| Q3 2021 | $1,377,000 | +1.2% | 21,010 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $1,361,000 | +6.4% | 21,010 | +390.2% | 0.12% | -3.1% |
| Q1 2021 | $1,279,000 | +0.6% | 4,286 | 0.0% | 0.13% | -7.2% |
| Q4 2020 | $1,272,000 | +6.4% | 4,286 | 0.0% | 0.14% | -8.0% |
| Q3 2020 | $1,195,000 | +9.5% | 4,286 | 0.0% | 0.15% | -3.8% |
| Q2 2020 | $1,091,000 | +16.4% | 4,286 | 0.0% | 0.16% | -6.6% |
| Q1 2020 | $937,000 | -5.1% | 4,286 | 0.0% | 0.17% | -19.3% |
| Q4 2019 | $987,000 | +16.8% | 4,286 | 0.0% | 0.21% | +3.0% |
| Q3 2019 | $845,000 | +2.3% | 4,286 | 0.0% | 0.20% | -14.5% |
| Q2 2019 | $826,000 | +5.4% | 4,286 | 0.0% | 0.24% | -6.0% |
| Q1 2019 | $784,000 | – | 4,286 | – | 0.25% | – |
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% |