ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $637,659 | -4.3% | 10,690 | 0.0% | 0.03% | -5.7% |
| Q2 2023 | $666,427 | +12.6% | 10,690 | 0.0% | 0.04% | -2.8% |
| Q1 2023 | $591,787 | +7.1% | 10,690 | -5.9% | 0.04% | +9.1% |
| Q4 2022 | $552,761 | -5.0% | 11,355 | -5.9% | 0.03% | -17.5% |
| Q3 2022 | $582,000 | -59.5% | 12,070 | -57.5% | 0.04% | -43.7% |
| Q2 2022 | $1,436,000 | -23.2% | 28,404 | -1.2% | 0.07% | -11.2% |
| Q1 2022 | $1,869,000 | -17.9% | 28,758 | -9.3% | 0.08% | -8.0% |
| Q4 2021 | $2,277,000 | -63.9% | 31,705 | -66.7% | 0.09% | -64.0% |
| Q3 2021 | $6,315,000 | -0.4% | 95,313 | -1.4% | 0.24% | -2.0% |
| Q2 2021 | $6,342,000 | -6.8% | 96,625 | -12.2% | 0.25% | +30.0% |
| Q1 2021 | $6,807,000 | +19.7% | 110,026 | +395.5% | 0.19% | -16.7% |
| Q4 2020 | $5,686,000 | -33.7% | 22,206 | -32.7% | 0.23% | -48.8% |
| Q3 2020 | $8,582,000 | +12.1% | 32,990 | -2.1% | 0.44% | +4.5% |
| Q2 2020 | $7,655,000 | +912.6% | 33,708 | +710.1% | 0.43% | +735.3% |
| Q1 2020 | $756,000 | -24.2% | 4,161 | -11.7% | 0.05% | -3.8% |
| Q4 2019 | $997,000 | +11.4% | 4,711 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $895,000 | -4.0% | 4,711 | -3.1% | 0.05% | -8.6% |
| Q2 2019 | $932,000 | +5.2% | 4,861 | +0.2% | 0.06% | 0.0% |
| Q1 2019 | $886,000 | +42.0% | 4,851 | +22.0% | 0.06% | +26.1% |
| Q4 2018 | $624,000 | +64.6% | 3,976 | +94.5% | 0.05% | +84.0% |
| Q3 2018 | $379,000 | +31.6% | 2,044 | +23.6% | 0.02% | +13.6% |
| Q2 2018 | $288,000 | +22.0% | 1,654 | +14.7% | 0.02% | +4.8% |
| Q1 2018 | $236,000 | +11.8% | 1,442 | +6.7% | 0.02% | +10.5% |
| Q4 2017 | $211,000 | +520.6% | 1,352 | +475.3% | 0.02% | +533.3% |
| Q3 2017 | $34,000 | +6.2% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $32,000 | +6.7% | 235 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | +7.1% | 235 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $28,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +3.7% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $27,000 | -3.6% | 235 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $28,000 | – | 235 | – | 0.00% | – |
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% |