ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 164 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $235,000 | -74.5% | 3,272 | -76.7% | 0.13% | -76.7% |
| Q3 2021 | $921,000 | +1.3% | 14,045 | +0.0% | 0.56% | +2.0% |
| Q2 2021 | $909,000 | +12.2% | 14,042 | +400.1% | 0.55% | +5.0% |
| Q1 2021 | $810,000 | -20.5% | 2,808 | -20.1% | 0.52% | -25.1% |
| Q4 2020 | $1,019,000 | +8.4% | 3,516 | 0.0% | 0.70% | -4.9% |
| Q3 2020 | $940,000 | +14.1% | 3,516 | +0.0% | 0.73% | +5.6% |
| Q2 2020 | $824,000 | +26.2% | 3,515 | 0.0% | 0.69% | +4.5% |
| Q1 2020 | $653,000 | -10.8% | 3,515 | +0.8% | 0.66% | +12.2% |
| Q4 2019 | $732,000 | +9.4% | 3,487 | -0.1% | 0.59% | +2.1% |
| Q3 2019 | $669,000 | – | 3,492 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |