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 | $494,472 | +7.9% | 6,074 | 0.0% | 0.27% | +4.3% |
Q1 2024 | $458,454 | +11.1% | 6,074 | -0.2% | 0.26% | +9.4% |
Q4 2023 | $412,810 | +14.2% | 6,087 | +0.4% | 0.23% | -3.3% |
Q3 2023 | $361,559 | -4.3% | 6,061 | 0.0% | 0.24% | +2.1% |
Q2 2023 | $377,872 | +12.8% | 6,061 | +0.1% | 0.24% | +5.3% |
Q1 2023 | $335,088 | +14.0% | 6,053 | +0.2% | 0.22% | +10.3% |
Q4 2022 | $294,027 | -3.0% | 6,040 | 0.0% | 0.20% | -18.4% |
Q2 2022 | $303,000 | -22.9% | 6,040 | 0.0% | 0.25% | -15.8% |
Q1 2022 | $393,000 | -9.4% | 6,040 | 0.0% | 0.30% | -1.0% |
Q4 2021 | $434,000 | +49.1% | 6,040 | 0.0% | 0.30% | +32.2% |
Q3 2021 | $291,000 | – | 6,040 | – | 0.23% | – |
Download |
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% |