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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,184 | -8.5% | 8,586 | -4.4% | 0.34% | -7.7% |
| Q2 2023 | $559,794 | +12.6% | 8,979 | +0.0% | 0.36% | +18.2% |
| Q1 2023 | $497,001 | +15.5% | 8,978 | +1.6% | 0.31% | +8.8% |
| Q4 2022 | $430,147 | +0.5% | 8,836 | -0.3% | 0.28% | -7.2% |
| Q3 2022 | $428,000 | -19.2% | 8,866 | -16.2% | 0.30% | -24.9% |
| Q2 2022 | $530,000 | -20.4% | 10,584 | +3.3% | 0.41% | -11.9% |
| Q1 2022 | $666,000 | -6.2% | 10,245 | +3.7% | 0.46% | -4.0% |
| Q4 2021 | $710,000 | -13.7% | 9,881 | -21.3% | 0.48% | -33.5% |
| Q3 2021 | $823,000 | +1.2% | 12,555 | 0.0% | 0.72% | -13.4% |
| Q2 2021 | $813,000 | – | 12,555 | – | 0.83% | – |
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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% |