ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 187 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,793 | +12.6% | 125 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $6,920 | +13.7% | 125 | 0.0% | 0.01% | +40.0% |
| Q4 2022 | $6,085 | +1.4% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 125 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $6,000 | -25.0% | 125 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $8,000 | -11.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 125 | +400.0% | 0.01% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $7,000 | – | 25 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 383,514 | $47,153,000 | 9.38% |
| Courage Miller Partners, LLC | 15,693 | $1,899,000 | 1.32% |
| Clearstead Advisors, LLC | 63,854 | $7,728,000 | 1.25% |
| McQueen, Ball & Associates Inc. | 13,055 | $1,580,000 | 1.05% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,545,000 | 1.00% |
| RWA WEALTH PARTNERS, LLC | 8,189 | $991,000 | 0.90% |
| Kovack Advisors, Inc. | 11,066 | $1,339,000 | 0.64% |
| AXA S.A. | 611,323 | $73,982,000 | 0.35% |
| Marietta Wealth Management, LLC | 3,383 | $409,000 | 0.33% |
| Kelman-Lazarov, Inc. | 3,865 | $467,742,000 | 0.26% |