ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,704,563 | +2.2% | 20,938 | -5.2% | 0.22% | +2.3% |
Q1 2024 | $1,667,202 | +4.8% | 22,088 | -5.8% | 0.21% | -0.9% |
Q4 2023 | $1,590,989 | +13.7% | 23,459 | 0.0% | 0.22% | +2.4% |
Q3 2023 | $1,399,329 | -9.1% | 23,459 | -5.0% | 0.21% | -5.0% |
Q2 2023 | $1,539,770 | +8.9% | 24,699 | -3.3% | 0.22% | +0.9% |
Q1 2023 | $1,414,085 | -45.1% | 25,544 | -51.7% | 0.22% | -47.9% |
Q4 2022 | $2,574,024 | -2.4% | 52,876 | -3.2% | 0.42% | -9.8% |
Q3 2022 | $2,636,000 | -3.7% | 54,630 | -0.1% | 0.47% | -0.2% |
Q2 2022 | $2,738,000 | -21.8% | 54,671 | +1.5% | 0.47% | -12.5% |
Q1 2022 | $3,502,000 | -8.0% | 53,873 | +1.6% | 0.54% | -6.6% |
Q4 2021 | $3,807,000 | +5.6% | 53,010 | -3.6% | 0.57% | -2.2% |
Q3 2021 | $3,606,000 | -2.7% | 55,007 | -3.8% | 0.59% | -1.5% |
Q2 2021 | $3,705,000 | +10.0% | 57,209 | +390.1% | 0.60% | +4.0% |
Q1 2021 | $3,367,000 | -5.2% | 11,672 | -4.8% | 0.57% | -11.8% |
Q4 2020 | $3,553,000 | – | 12,257 | – | 0.65% | – |
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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% |