ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,607,410 | -5.7% | 53,191 | -17.0% | 3.20% | +13.6% |
| Q3 2023 | $3,824,394 | -5.6% | 64,114 | -1.3% | 2.82% | -3.7% |
| Q2 2023 | $4,050,464 | +17.1% | 64,972 | +4.0% | 2.93% | +5.5% |
| Q1 2023 | $3,458,748 | +16.8% | 62,479 | +2.7% | 2.78% | +8.7% |
| Q4 2022 | $2,961,138 | -2.8% | 60,829 | -5.0% | 2.56% | -16.5% |
| Q3 2022 | $3,047,000 | -6.9% | 64,035 | -2.0% | 3.06% | -16.0% |
| Q2 2022 | $3,272,000 | -43.9% | 65,328 | -27.2% | 3.64% | -35.2% |
| Q1 2022 | $5,834,000 | -8.5% | 89,756 | +1.1% | 5.62% | -6.5% |
| Q4 2021 | $6,376,000 | – | 88,781 | – | 6.01% | – |
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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% |