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 | $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 ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |