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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $691,000 | -15.0% | 9,635 | -22.4% | 0.36% | -19.6% |
| Q3 2021 | $813,000 | +1.2% | 12,415 | 0.0% | 0.45% | +2.7% |
| Q2 2021 | $803,000 | +12.2% | 12,415 | +400.0% | 0.44% | +5.7% |
| Q1 2021 | $716,000 | 0.0% | 2,483 | +0.4% | 0.42% | -6.3% |
| Q4 2020 | $716,000 | +8.0% | 2,473 | -0.3% | 0.45% | -5.7% |
| Q3 2020 | $663,000 | -4.5% | 2,481 | -16.3% | 0.47% | -16.6% |
| Q2 2020 | $694,000 | +31.9% | 2,963 | +4.4% | 0.57% | +2.5% |
| Q1 2020 | $526,000 | -11.6% | 2,837 | 0.0% | 0.55% | +11.3% |
| Q4 2019 | $595,000 | – | 2,837 | – | 0.50% | – |
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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% |