ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,243,000 | +19.4% | 65,284 | +18.9% | 0.01% | +14.3% |
| Q4 2021 | $3,555,000 | -4.9% | 54,894 | -3.8% | 0.01% | -12.5% |
| Q3 2021 | $3,740,000 | +5.2% | 57,053 | +3.9% | 0.01% | +14.3% |
| Q2 2021 | $3,555,000 | +35.8% | 54,894 | +505.0% | 0.01% | +16.7% |
| Q1 2021 | $2,617,000 | -3.6% | 9,073 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $2,715,000 | +13.5% | 9,365 | +4.7% | 0.01% | 0.0% |
| Q3 2020 | $2,393,000 | +27.2% | 8,947 | -11.6% | 0.01% | 0.0% |
| Q2 2020 | $1,881,000 | 0.0% | 10,125 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $1,881,000 | -5.5% | 10,125 | +6.8% | 0.01% | +16.7% |
| Q4 2019 | $1,990,000 | – | 9,480 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |