ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,544 | -4.3% | 160 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $9,975 | +12.6% | 160 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $8,857 | +13.7% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,789 | -99.9% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,722,000 | -3.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,014,000 | -18.4% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,827,000 | -14.5% | 160 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $11,491,000 | +9.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,488,000 | +13.6% | 160 | +400.0% | 0.00% | 0.0% |
| Q1 2021 | $9,231,000 | -0.5% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,276,000 | +8.4% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,558,000 | +14.1% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,503,000 | +124950.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -76.0% | 32 | -73.1% | 0.00% | -69.2% |
| Q4 2019 | $25,000 | – | 119 | – | 0.01% | – |
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% |