ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,904 | -6.1% | 20,183 | -1.9% | 0.00% | – |
| Q2 2023 | $1,282,467 | -41.0% | 20,572 | -47.6% | 0.00% | – |
| Q1 2023 | $2,175,356 | +131.6% | 39,296 | +103.7% | 0.00% | – |
| Q4 2022 | $939,172 | +0.7% | 19,293 | -0.3% | 0.00% | – |
| Q3 2022 | $933,000 | +4.5% | 19,343 | +8.5% | 0.00% | – |
| Q2 2022 | $893,000 | -22.5% | 17,825 | +0.5% | 0.00% | – |
| Q1 2022 | $1,152,000 | +11.0% | 17,731 | +22.7% | 0.00% | – |
| Q4 2021 | $1,038,000 | -44.0% | 14,453 | -48.9% | 0.00% | – |
| Q3 2021 | $1,854,000 | +100.0% | 28,279 | +97.5% | 0.00% | – |
| Q2 2021 | $927,000 | +12.0% | 14,319 | +398.7% | 0.00% | – |
| Q1 2021 | $828,000 | -14.0% | 2,871 | -13.6% | 0.00% | – |
| Q4 2020 | $963,000 | +0.7% | 3,323 | -7.1% | 0.00% | – |
| Q3 2020 | $956,000 | +12.3% | 3,576 | -1.5% | 0.00% | – |
| Q2 2020 | $851,000 | +25.1% | 3,630 | -0.9% | 0.00% | – |
| Q1 2020 | $680,000 | -11.2% | 3,662 | +0.4% | 0.00% | – |
| Q4 2019 | $766,000 | +8.0% | 3,647 | -1.5% | 0.00% | – |
| Q3 2019 | $709,000 | -3.1% | 3,703 | -2.9% | 0.00% | – |
| Q2 2019 | $732,000 | +115.3% | 3,814 | +105.2% | 0.00% | – |
| Q1 2019 | $340,000 | -1.2% | 1,859 | -14.5% | 0.00% | – |
| Q4 2018 | $344,000 | -27.3% | 2,173 | -14.5% | 0.00% | – |
| Q3 2018 | $473,000 | +7.5% | 2,541 | 0.0% | 0.00% | – |
| Q2 2018 | $440,000 | +14.6% | 2,541 | +8.5% | 0.00% | – |
| Q1 2018 | $384,000 | +22.7% | 2,343 | +17.6% | 0.00% | – |
| Q4 2017 | $313,000 | +40.4% | 1,993 | +30.9% | 0.00% | – |
| Q3 2017 | $223,000 | +1.4% | 1,523 | -16.0% | 0.00% | – |
| Q4 2015 | $220,000 | – | 1,813 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |