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 | $733,043 | -4.3% | 12,289 | 0.0% | 0.18% | -0.5% |
| Q2 2023 | $766,118 | +12.7% | 12,289 | +0.1% | 0.18% | +7.0% |
| Q1 2023 | $679,556 | +13.9% | 12,276 | +0.2% | 0.17% | +8.2% |
| Q4 2022 | $596,528 | +1.1% | 12,255 | +0.2% | 0.16% | -7.6% |
| Q3 2022 | $590,000 | -3.4% | 12,232 | +0.2% | 0.17% | +1.2% |
| Q2 2022 | $611,000 | -22.9% | 12,209 | +0.1% | 0.17% | -12.8% |
| Q1 2022 | $792,000 | -9.6% | 12,196 | +0.1% | 0.20% | -3.5% |
| Q4 2021 | $876,000 | +9.8% | 12,185 | +0.1% | 0.20% | +1.0% |
| Q3 2021 | $798,000 | +1.3% | 12,173 | +0.1% | 0.20% | -1.5% |
| Q2 2021 | $788,000 | +12.4% | 12,161 | +400.5% | 0.20% | +4.6% |
| Q1 2021 | $701,000 | -0.4% | 2,430 | 0.0% | 0.19% | -8.9% |
| Q4 2020 | $704,000 | +8.3% | 2,430 | +0.1% | 0.21% | -6.6% |
| Q3 2020 | $650,000 | +14.2% | 2,428 | +0.0% | 0.23% | -9.5% |
| Q2 2020 | $569,000 | +0.4% | 2,427 | -20.5% | 0.25% | -11.0% |
| Q1 2020 | $567,000 | -11.5% | 3,052 | +0.0% | 0.28% | +10.5% |
| Q4 2019 | $641,000 | – | 3,051 | – | 0.26% | – |
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% |