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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,153,000 | -9.1% | 44,613 | -5.7% | 1.81% | -3.2% |
| Q2 2022 | $2,369,000 | -36.9% | 47,286 | -18.1% | 1.87% | -23.0% |
| Q1 2022 | $3,755,000 | -7.5% | 57,763 | +2.1% | 2.43% | -0.9% |
| Q4 2021 | $4,061,000 | +11.1% | 56,551 | +1.4% | 2.46% | +5.5% |
| Q3 2021 | $3,655,000 | +2.8% | 55,758 | +1.5% | 2.33% | +3.7% |
| Q2 2021 | $3,557,000 | – | 54,930 | – | 2.25% | – |
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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% |