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 | $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% | – |
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% |