ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $423,595 | -79.9% | 5,203 | -83.3% | 0.19% | -80.3% |
| Q4 2023 | $2,111,677 | +329.2% | 31,137 | +209.9% | 0.96% | +45.6% |
| Q2 2023 | $491,981 | +6177.7% | 10,048 | +6141.0% | 0.66% | +21833.3% |
| Q4 2022 | $7,837 | -2.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 161 | 0.0% | 0.00% | -81.2% |
| Q2 2022 | $8,000 | -20.0% | 161 | 0.0% | 0.02% | +433.3% |
| Q1 2022 | $10,000 | -99.4% | 161 | -99.3% | 0.00% | -99.2% |
| Q4 2021 | $1,709,000 | – | 23,799 | – | 0.39% | – |
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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% |