ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |