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 | $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 ↓ |
|---|---|---|---|
| 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% |