ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,899 | -4.3% | 803 | 0.0% | 0.00% | – |
| Q2 2023 | $50,060 | +99.6% | 803 | +77.3% | 0.00% | – |
| Q1 2023 | $25,078 | +13.7% | 453 | 0.0% | 0.00% | – |
| Q4 2022 | $22,052 | -90.2% | 453 | -90.4% | 0.00% | – |
| Q3 2022 | $226,000 | -32.7% | 4,703 | -29.9% | 0.00% | -100.0% |
| Q2 2022 | $336,000 | -23.3% | 6,713 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $438,000 | -91.6% | 6,724 | -90.8% | 0.00% | -87.5% |
| Q4 2021 | $5,243,000 | +5.9% | 73,002 | -3.3% | 0.01% | -11.1% |
| Q3 2021 | $4,949,000 | +833.8% | 75,485 | +821.6% | 0.01% | +800.0% |
| Q2 2021 | $530,000 | +12.1% | 8,191 | +398.8% | 0.00% | 0.0% |
| Q1 2021 | $473,000 | -17.9% | 1,642 | -17.4% | 0.00% | 0.0% |
| Q4 2020 | $576,000 | -76.5% | 1,989 | -78.3% | 0.00% | -83.3% |
| Q3 2020 | $2,451,000 | +2.3% | 9,165 | -10.3% | 0.01% | 0.0% |
| Q2 2020 | $2,396,000 | +17.3% | 10,218 | -7.1% | 0.01% | 0.0% |
| Q1 2020 | $2,043,000 | -14.8% | 10,997 | -3.6% | 0.01% | 0.0% |
| Q4 2019 | $2,397,000 | +9.7% | 11,413 | -0.0% | 0.01% | 0.0% |
| Q3 2019 | $2,186,000 | -4.2% | 11,416 | -4.0% | 0.01% | 0.0% |
| Q2 2019 | $2,283,000 | +10.7% | 11,897 | +5.4% | 0.01% | 0.0% |
| Q1 2019 | $2,063,000 | +14.6% | 11,285 | -0.7% | 0.01% | 0.0% |
| Q4 2018 | $1,800,000 | +116.1% | 11,360 | +153.6% | 0.01% | +200.0% |
| Q3 2018 | $833,000 | +4.6% | 4,479 | -1.7% | 0.00% | 0.0% |
| Q2 2018 | $796,000 | +0.1% | 4,557 | -6.0% | 0.00% | 0.0% |
| Q1 2018 | $795,000 | +4.5% | 4,848 | -0.4% | 0.00% | 0.0% |
| Q4 2017 | $761,000 | -7.4% | 4,866 | -13.3% | 0.00% | -33.3% |
| Q3 2017 | $822,000 | +20.4% | 5,613 | +14.5% | 0.00% | +50.0% |
| Q2 2017 | $683,000 | -15.4% | 4,903 | -20.0% | 0.00% | -33.3% |
| Q1 2017 | $807,000 | -6.6% | 6,127 | -14.2% | 0.00% | 0.0% |
| Q4 2016 | $864,000 | -1.1% | 7,144 | -0.3% | 0.00% | 0.0% |
| Q3 2016 | $874,000 | +4.0% | 7,169 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $840,000 | -0.7% | 7,169 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $846,000 | -9.2% | 7,169 | -7.4% | 0.00% | -25.0% |
| Q4 2015 | $932,000 | +7.5% | 7,743 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $867,000 | -5.7% | 7,743 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $919,000 | +0.3% | 7,743 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $916,000 | +2.0% | 7,743 | -2.5% | 0.00% | +33.3% |
| Q4 2014 | $898,000 | +89.1% | 7,943 | +81.8% | 0.00% | +50.0% |
| Q3 2014 | $475,000 | +36.1% | 4,368 | +33.7% | 0.00% | +100.0% |
| Q2 2014 | $349,000 | +2226.7% | 3,268 | +1917.3% | 0.00% | – |
| Q3 2013 | $15,000 | – | 162 | – | 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% |