ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,493 | -4.3% | 2,020 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $125,930 | +12.6% | 2,020 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $111,825 | +14.7% | 2,020 | 0.0% | 0.04% | -10.9% |
| Q4 2022 | $97,485 | +0.5% | 2,020 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $97,000 | -4.9% | 2,020 | 0.0% | 0.05% | -16.4% |
| Q2 2022 | $102,000 | -22.1% | 2,020 | 0.0% | 0.06% | -15.4% |
| Q1 2022 | $131,000 | -9.7% | 2,020 | 0.0% | 0.06% | -11.0% |
| Q4 2021 | $145,000 | +752.9% | 2,020 | +692.2% | 0.07% | +630.0% |
| Q3 2021 | $17,000 | 0.0% | 255 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $17,000 | +13.3% | 255 | +400.0% | 0.01% | -10.0% |
| Q1 2021 | $15,000 | 0.0% | 51 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | -70.6% | 51 | -81.2% | 0.01% | -78.8% |
| Q1 2020 | $51,000 | – | 272 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Courage Miller Partners, LLC | 15,167 | $1,997,000 | 1.38% |
| Clearstead Advisors, LLC | 59,381 | $7,819,000 | 1.14% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,681,000 | 1.01% |
| McQueen, Ball & Associates Inc. | 13,055 | $1,719,000 | 0.94% |
| Kovack Advisors, Inc. | 10,225 | $1,346,000 | 0.52% |
| Marietta Wealth Management, LLC | 5,698 | $750,000 | 0.50% |
| AXA S.A. | 561,623 | $73,949,000 | 0.33% |
| Kelman-Lazarov, Inc. | 3,865 | $509,000 | 0.33% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 22,775 | $2,989,000 | 0.30% |
| Arcus Capital Partners, LLC | 2,814 | $370,000 | 0.23% |