ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 88 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $307,911 | -3.3% | 5,162 | +1.1% | 0.00% | – |
Q2 2023 | $318,311 | +12.6% | 5,106 | +0.0% | 0.00% | – |
Q1 2023 | $282,604 | +20.9% | 5,105 | +6.3% | 0.00% | – |
Q4 2022 | $233,780 | -12.8% | 4,802 | -13.5% | 0.00% | – |
Q3 2022 | $268,000 | -3.6% | 5,551 | +0.0% | 0.00% | – |
Q2 2022 | $278,000 | -22.8% | 5,550 | 0.0% | 0.00% | – |
Q1 2022 | $360,000 | +64.4% | 5,550 | +82.0% | 0.00% | – |
Q4 2021 | $219,000 | +26.6% | 3,049 | +14.9% | 0.00% | – |
Q3 2021 | $173,000 | -29.7% | 2,653 | -30.1% | 0.00% | – |
Q2 2021 | $246,000 | -24.1% | 3,798 | +239.1% | 0.00% | – |
Q1 2021 | $324,000 | -24.7% | 1,120 | -24.6% | 0.00% | – |
Q4 2020 | $430,000 | -7.9% | 1,485 | -14.8% | 0.00% | -100.0% |
Q3 2020 | $467,000 | +7.6% | 1,743 | -5.8% | 0.00% | 0.0% |
Q2 2020 | $434,000 | +86.3% | 1,850 | +47.6% | 0.00% | – |
Q1 2020 | $233,000 | -13.1% | 1,253 | -1.9% | 0.00% | – |
Q4 2019 | $268,000 | +9.8% | 1,277 | 0.0% | 0.00% | – |
Q3 2019 | $244,000 | -11.3% | 1,277 | -11.0% | 0.00% | – |
Q2 2019 | $275,000 | +5.8% | 1,435 | +0.7% | 0.00% | – |
Q1 2019 | $260,000 | +14.5% | 1,425 | -0.6% | 0.00% | – |
Q4 2018 | $227,000 | -18.1% | 1,433 | -3.7% | 0.00% | – |
Q3 2018 | $277,000 | +30.7% | 1,488 | +22.7% | 0.00% | – |
Q2 2018 | $212,000 | +19.1% | 1,213 | +11.5% | 0.00% | – |
Q1 2018 | $178,000 | +23.6% | 1,088 | +18.3% | 0.00% | – |
Q4 2017 | $144,000 | +6.7% | 920 | -0.2% | 0.00% | – |
Q3 2017 | $135,000 | +4.7% | 922 | -0.2% | 0.00% | – |
Q2 2017 | $129,000 | +2.4% | 924 | -3.3% | 0.00% | – |
Q1 2017 | $126,000 | +4.1% | 956 | -4.3% | 0.00% | – |
Q4 2016 | $121,000 | -35.3% | 999 | -34.9% | 0.00% | – |
Q3 2016 | $187,000 | +55.8% | 1,535 | +50.2% | 0.00% | – |
Q2 2016 | $120,000 | -7.7% | 1,022 | -6.6% | 0.00% | – |
Q1 2016 | $130,000 | +8.3% | 1,094 | +9.7% | 0.00% | – |
Q4 2015 | $120,000 | +7.1% | 997 | 0.0% | 0.00% | – |
Q3 2015 | $112,000 | -5.1% | 997 | 0.0% | 0.00% | – |
Q2 2015 | $118,000 | -46.8% | 997 | -46.8% | 0.00% | – |
Q1 2015 | $222,000 | – | 1,874 | – | 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% |