ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 180 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $104,328 | -4.3% | 1,749 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $109,035 | +12.6% | 1,749 | 0.0% | 0.03% | +6.9% |
Q1 2023 | $96,823 | +13.7% | 1,749 | 0.0% | 0.03% | +7.4% |
Q4 2022 | $85,141 | +1.4% | 1,749 | 0.0% | 0.03% | -3.6% |
Q3 2022 | $84,000 | -4.5% | 1,749 | 0.0% | 0.03% | -6.7% |
Q2 2022 | $88,000 | -25.4% | 1,749 | -3.4% | 0.03% | -14.3% |
Q1 2022 | $118,000 | -9.2% | 1,810 | 0.0% | 0.04% | -12.5% |
Q4 2021 | $130,000 | +9.2% | 1,810 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $119,000 | +1.7% | 1,810 | 0.0% | 0.04% | +2.6% |
Q2 2021 | $117,000 | +12.5% | 1,810 | +400.0% | 0.04% | +11.4% |
Q1 2021 | $104,000 | -1.0% | 362 | 0.0% | 0.04% | -7.9% |
Q4 2020 | $105,000 | -8.7% | 362 | -15.6% | 0.04% | -19.1% |
Q3 2020 | $115,000 | +13.9% | 429 | 0.0% | 0.05% | +6.8% |
Q2 2020 | $101,000 | +26.2% | 429 | 0.0% | 0.04% | +10.0% |
Q1 2020 | $80,000 | -11.1% | 429 | 0.0% | 0.04% | +11.1% |
Q4 2019 | $90,000 | – | 429 | – | 0.04% | – |
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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% |