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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,766,231 | -8.9% | 63,139 | -4.8% | 0.36% | -25.8% |
| Q2 2023 | $4,136,121 | +10.1% | 66,346 | -2.3% | 0.48% | +7.4% |
| Q1 2023 | $3,758,106 | +10.5% | 67,886 | -2.8% | 0.45% | -0.7% |
| Q4 2022 | $3,400,975 | -10.8% | 69,864 | -11.6% | 0.45% | -22.0% |
| Q3 2022 | $3,812,000 | -30.9% | 78,989 | -28.2% | 0.58% | -29.5% |
| Q2 2022 | $5,514,000 | -32.5% | 110,078 | -12.5% | 0.82% | -23.4% |
| Q1 2022 | $8,174,000 | +11.7% | 125,751 | +23.4% | 1.07% | +10.4% |
| Q4 2021 | $7,321,000 | +12.4% | 101,934 | +2.6% | 0.97% | +3.3% |
| Q3 2021 | $6,512,000 | +5.6% | 99,353 | +4.4% | 0.94% | +25.0% |
| Q2 2021 | $6,164,000 | +7.5% | 95,196 | +379.0% | 0.75% | -20.4% |
| Q1 2021 | $5,733,000 | +50.3% | 19,874 | +51.0% | 0.94% | +18.0% |
| Q4 2020 | $3,815,000 | -99.9% | 13,162 | -30.9% | 0.80% | -69.5% |
| Q3 2020 | $5,223,102,000 | -23.5% | 19,038 | -31.8% | 2.62% | -30.8% |
| Q2 2020 | $6,825,869,000 | +28.5% | 27,917 | -2.4% | 3.79% | +11.8% |
| Q1 2020 | $5,313,078,000 | -5.4% | 28,603 | +17.6% | 3.39% | +0.6% |
| Q4 2019 | $5,617,718,000 | – | 24,320 | – | 3.36% | – |
Download | ||||||
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% |